Position in RTX
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$334,493
-$58,830 QoQ
Shares Held
1,763
-13.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#2,680
of 3,392 holders
Holding Since
Sep 2020
20 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, 2026WealthPLAN Partners, LLC holds $2,283,833 across 4 Aerospace & Defense names. RTX ranks #4 (14.6% of the industry book) .
All Filings in RTX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $334,493 | 1,763 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $393,323 | 2,039 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $372,668 | 2,032 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $340,014 | 2,032 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $335,992 | 2,301 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $362,277 | 2,735 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $316,725 | 2,737 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $281,575 | 2,324 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $238,526 | 2,376 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $243,043 | 2,492 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $242,322 | 2,880 | Shares | Other | 2024-01-05 | |
| 2023-09-30 | $326,095 | 4,531 | Shares | Other | 2023-11-02 | |
| 2023-06-30 | $324,932 | 3,317 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $379,380 | 3,874 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $393,688 | 3,901 | Shares | Other | 2023-02-16 | |
| 2021-12-31 | $5,976,350 | 69,444 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $298,281 | 3,470 | Shares | Sole | 2021-12-09 | |
| 2021-06-30 | $305,580 | 3,582 | Shares | Sole | 2021-08-19 | |
| 2021-03-31 | $252,750 | 3,271 | Shares | Sole | 2021-05-11 | |
| 2020-09-30 | $188,846 | 3,282 | Shares | Sole | 2020-12-18 | |
| No filing history on record for this holder in this stock. | ||||||