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Disclosery

Concord Wealth Partners: RTX position timeline

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

Concord Wealth Partners held 21,844 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,844 shares
    Change vs previous 13F -3,811 shares

    0.27% of the 13F portfolio, value $4,144,519.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 12,909 shares
    • Concord Asset Management, LLC/VA: 8,935 shares

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

  2. period ended2026-03-31
    13F 25,655 shares
    Change vs previous 13F +21,498 shares

    0.36% of the 13F portfolio, value $4,948,797.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 14,436 shares
    • Concord Asset Management, LLC/VA: 11,219 shares

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

  3. period ended2025-12-31
    13F 4,157 shares
    Change vs previous 13F +99 shares

    0.1% of the 13F portfolio, value $762,415.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    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 4,058 shares
    Change vs previous 13F -504 shares

    0.09% of the 13F portfolio, value $678,973.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 4,058 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  5. period ended2025-06-30
    13F 4,562 shares
    Change vs previous 13F +2,571 shares

    0.05% of the 13F portfolio, value $666,060.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,281 shares
    • Concord Asset Management, LLC/VA: 2,281 shares

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

  6. period ended2025-03-31
    13F 1,991 shares
    Change vs previous 13F -10,495 shares

    0.04% of the 13F portfolio, value $263,667.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 1,991 shares
    • Concord Asset Management, LLC/VA: 0 shares

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

  7. period ended2024-12-31
    13F 12,486 shares
    Change vs previous 13F +11,729 shares

    0.14% of the 13F portfolio, value $1,444,909.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,451 shares
    • Concord Asset Management, LLC/VA: 6,035 shares

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

  8. period ended2024-09-30
    13F 757 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $91,770.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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