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Disclosery

XML Financial, LLC: RTX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of XML Financial, LLC on RTX, newest first. How the timeline and the estimate are built.

XML Financial, LLC held 47,635 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 47,635 shares
    Change vs previous 13F -3,219 shares

    0.66% of the 13F portfolio, value $9,037,703.

    13F-HR 0001725547-26-000254 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 50,854 shares
    Change vs previous 13F -703 shares

    0.79% of the 13F portfolio, value $9,809,751.

    13F-HR 0001725547-26-000139 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 51,557 shares
    Change vs previous 13F -5,123 shares

    0.77% of the 13F portfolio, value $9,455,613.

    13F-HR 0001725547-26-000074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 56,680 shares
    Change vs previous 13F -1,953 shares

    0.77% of the 13F portfolio, value $9,484,320.

    13F-HR 0001725547-25-004125 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 58,633 shares
    Change vs previous 13F -301 shares

    0.74% of the 13F portfolio, value $8,561,638.

    13F-HR 0001725547-25-003469 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 58,934 shares
    Change vs previous 13F -341 shares

    0.73% of the 13F portfolio, value $7,806,391.

    13F-HR 0001725547-25-001441 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 59,275 shares
    Change vs previous 13F -337 shares

    0.63% of the 13F portfolio, value $6,859,319.

    13F-HR 0001725547-25-000138 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 59,612 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $7,222,639.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).