Position in RTX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$707,692
-$11,825 QoQ
Shares Held
3,730
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,096
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, 2026LIBERTY WEALTH MANAGEMENT LLC holds $2,580,743 across 5 Aerospace & Defense names. RTX ranks #2 (27.4% of the industry book) .
All Filings in RTX
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $707,692 | 3,730 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $719,517 | 3,730 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $669,226 | 3,649 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $612,427 | 3,660 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $511,654 | 3,504 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $414,046 | 3,578 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $432,541 | 3,570 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $353 | 14,346 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $335,308 | 3,438 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $299,454 | 3,559 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $222,819 | 3,096 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $317,978 | 3,246 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $287,522 | 2,936 | Shares | Sole | 2023-05-03 | |
| 2022-06-30 | $201,734 | 2,099 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $209,136 | 2,111 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $243,868 | 2,837 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $193,739 | 2,271 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $185,138 | 2,396 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $171,337 | 2,396 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $130,673 | 2,271 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||