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Disclosery

Advisor OS, LLC: RTX position timeline

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

Advisor OS, LLC held 14,599 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,599 shares
    Change vs previous 13F -1,326 shares

    0.18% of the 13F portfolio, value $2,769,957.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 15,925 shares
    Change vs previous 13F -517 shares

    0.22% of the 13F portfolio, value $3,071,825.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 16,442 shares
    Change vs previous 13F +2,170 shares

    0.24% of the 13F portfolio, value $3,015,423.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 14,272 shares
    Change vs previous 13F +262 shares

    0.21% of the 13F portfolio, value $2,388,063.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 14,010 shares
    Change vs previous 13F +654 shares

    0.2% of the 13F portfolio, value $2,045,790.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 13,356 shares
    Change vs previous 13F +1,093 shares

    0.2% of the 13F portfolio, value $1,769,081.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 12,263 shares
    Change vs previous 13F +289 shares

    0.16% of the 13F portfolio, value $1,418,986.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 11,974 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,450,804.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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