Position in RTX
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$847,713
+$15,736 QoQ
Shares Held
4,468
+3.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,958
of 3,392 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $4,821,697 across 6 Aerospace & Defense names. RTX ranks #3 (17.6% of the industry book) .
All Filings in RTX
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $847,713 | 4,468 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $831,977 | 4,313 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $832,269 | 4,538 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $877,143 | 5,242 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $627,593 | 4,298 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $593,950 | 4,484 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $514,722 | 4,448 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $564,726 | 4,661 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $565,396 | 5,632 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $429,132 | 4,400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $364,578 | 4,333 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $418,361 | 5,813 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $667,793 | 6,817 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $512,663 | 5,235 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $531,343 | 5,265 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $403,324 | 4,927 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $480,453 | 4,999 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $498,223 | 5,029 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $411,280 | 4,779 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $405,301 | 4,715 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $369,136 | 4,327 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $334,347 | 4,327 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $316,717 | 4,429 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $248,975 | 4,327 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $386,234 | 6,268 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||