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Ascentis Wealth Management, LLC: RTX position timeline

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

Ascentis Wealth Management, LLC held 2,373 RTX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 2,373 shares
    Change vs previous 13F -39,003 shares

    0.06% of the 13F portfolio, value $450,427.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 579 shares
    • Ascentis Wealth Management, LLC: 1,794 shares

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

  2. period ended2026-03-31
    13F 41,376 shares
    Change vs previous 13F +5,180 shares

    0.44% of the 13F portfolio, value $7,981,850.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 38,379 shares
    • Ascentis Wealth Management, LLC: 2,997 shares

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

  3. period ended2025-12-31
    13F 36,196 shares
    Change vs previous 13F -676 shares

    0.64% of the 13F portfolio, value $6,638,373.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32,926 shares
    • Ascentis Wealth Management, LLC: 3,270 shares

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

  4. period ended2025-09-30
    13F 36,872 shares
    Change vs previous 13F +504 shares

    0.58% of the 13F portfolio, value $6,169,916.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 33,204 shares
    • Ascentis Wealth Management, LLC: 3,668 shares

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

  5. period ended2025-06-30
    13F 36,368 shares
    Change vs previous 13F +1,407 shares

    0.55% of the 13F portfolio, value $5,304,658.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 33,144 shares
    • Ascentis Wealth Management, LLC: 3,224 shares

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

  6. period ended2025-03-31
    13F 34,961 shares
    Change vs previous 13F -948 shares

    0.56% of the 13F portfolio, value $4,631,906.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 32,530 shares
    • Ascentis Wealth Management, LLC: 2,431 shares

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

  7. period ended2024-12-31
    13F 35,909 shares
    Change vs previous 13F -154 shares

    0.49% of the 13F portfolio, value $4,155,354.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 35,278 shares
    • Ascentis Wealth Management, LLC: 631 shares

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

  8. period ended2024-09-30
    13F/A 36,063 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $4,369,403.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 35,647 shares
    • Ascentis Wealth Management, LLC: 416 shares

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