Lee Financial Co

Position in RTX — RTX Corp

CIK 1391166 Dallas, TX

Position in RTX

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$1,543,832

-$378,222 QoQ

Shares Held

8,137

-18.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.74%

of 13F equity value

Holder Rank

#1,540

of 3,394 holders

Holding Since

Jun 2020

20 quarters on record

Voting authority Sole 9% Shared 0% None 91%

Industrials · as of Jun 30, 2026

Lee Financial Co holds $1,782,165 across 2 Aerospace & Defense names. RTX ranks #1 (86.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	RTX	RTX Corp This page	8,137	$1,543,832
2	BA	Boeing Co	1,101	$238,333

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,543,832	8,137	-18.3%	Shares	Sole	2026-07-22
2026-03-31	$1,922,054	9,964	-0.8%	Shares	Sole	2026-04-13
2025-12-31	$1,842,802	10,048	-18.8%	Shares	Other	2026-01-22
2025-09-30	$2,069,369	12,367	+9.2%	Shares	Sole	2025-11-04
2025-06-30	$1,652,946	11,320	+37.3%	Shares	Sole	2025-07-24
2025-03-31	$1,092,000	8,244	+1700.0%	Shares	Sole	2025-05-13
2023-12-31	$38,535	458	-27.4%	Shares	Sole	2024-02-08
2023-09-30	$45,412	631	-32.7%	Shares	Sole	2023-11-09
2023-06-30	$91,788	937	+14.5%	Shares	Sole	2023-08-08
2023-03-31	$80,106	818	-34.8%	Shares	Sole	2023-05-15
2022-09-30	$102,733	1,255	-15.4%	Shares	Sole	2022-11-02
2022-06-30	$142,626	1,484	+4.4%	Shares	Sole	2022-08-10
2022-03-31	$140,778	1,421	+380.1%	Shares	Other	2022-05-11
2021-12-31	$25,472	296	-19.3%	Shares	Other	2022-02-08
2021-09-30	$31,547	367	+29.7%	Shares	Other	2021-11-12
2021-06-30	$24,142	283	-15.0%	Shares	Sole	2021-08-04
2021-03-31	$25,730	333	+233.0%	Shares	Sole	2021-05-13
2020-12-31	$7,151	100	0.0%	Shares	Sole	2021-02-12
2020-09-30	$5,754	100	-34.6%	Shares	Sole	2020-11-03
2020-06-30	$9,427	153	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.