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Disclosery

Forum Financial Management, LP: RTX position timeline

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

Forum Financial Management, LP held 3,633 RTX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,633 shares
    Change vs previous 13F -151 shares

    0.01% of the 13F portfolio, value $689,395.

    13F-HR 0001911832-26-000005 filed by Forum Financial Management, LP
    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 3,784 shares
    Change vs previous 13F -13,306 shares

    0.01% of the 13F portfolio, value $729,830.

    13F-HR 0001911832-26-000004 filed by Forum Financial Management, LP
    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 17,090 shares
    Change vs previous 13F -243 shares

    0.04% of the 13F portfolio, value $3,134,440.

    13F-HR 0001911832-26-000002 filed by Forum Financial Management, LP
    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 17,333 shares
    Change vs previous 13F +505 shares

    0.04% of the 13F portfolio, value $2,900,329.

    13F-HR 0001911832-25-000010 filed by Forum Financial Management, LP
    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 16,828 shares
    Change vs previous 13F -3,957 shares

    0.04% of the 13F portfolio, value $2,457,267.

    13F-HR 0001911832-25-000007 filed by Forum Financial Management, LP
    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 20,785 shares
    Change vs previous 13F +1,765 shares

    0.05% of the 13F portfolio, value $2,753,164.

    13F-HR 0001911832-25-000004 filed by Forum Financial Management, LP
    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/A 19,020 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,201,051.

    13F-HR/A 0001911832-25-000003 filed by Forum Financial Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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