Diversify Advisory Services, LLC: RTX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Diversify Advisory Services, LLC on RTX, newest first. How the timeline and the estimate are built.
Diversify Advisory Services, LLC held 93,704 RTX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 93,704 sharesChange vs previous 13F +45,258 shares
0.17% of the 13F portfolio, value $20,467,034.
13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 46,852 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 46,852 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 48,446 sharesChange vs previous 13F +3,588 shares
0.13% of the 13F portfolio, value $8,370,934.
13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 2,924 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 45,522 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 44,858 sharesChange vs previous 13F -2,793 shares
0.17% of the 13F portfolio, value $8,816,908.
13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 14,134 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 30,724 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 47,651 sharesChange vs previous 13F -396 shares
0.18% of the 13F portfolio, value $8,436,146.
13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 13,834 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 33,817 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 48,047 sharesChange vs previous 13F +2,918 shares
0.18% of the 13F portfolio, value $7,470,824.
13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 14,223 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 33,824 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 45,129 sharesChange vs previous 13F -3,984 shares
0.19% of the 13F portfolio, value $5,674,164.
13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 11,058 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 34,071 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 49,113 sharesChange vs previous 13F -5,294 shares
0.18% of the 13F portfolio, value $5,653,404.
13F-HR 0001085146-25-000249 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 11,797 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 37,316 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,407 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $6,887,199.
13F-HR 0001085146-24-005172 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingested- Diversify Advisory Services, LLC: 20,214 shares
- DIVERSIFY WEALTH MANAGEMENT, LLC: 34,193 shares
Acceptance time not in the bulk data set (spec §4.2).