Position in RTX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$739,947
-$146,621 QoQ
Shares Held
3,900
-15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#2,052
of 3,392 holders
Holding Since
Dec 2021
19 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, 2026WEALTH EFFECTS LLC holds $6,458,873 across 6 Aerospace & Defense names. RTX ranks #4 (11.5% of the industry book) .
All Filings in RTX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $739,947 | 3,900 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $886,568 | 4,596 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $852,259 | 4,647 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $782,769 | 4,678 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $687,462 | 4,708 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $695,150 | 5,248 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $639,121 | 5,523 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $798,202 | 6,588 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $781,335 | 7,783 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $766,390 | 7,858 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $681,786 | 8,103 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $530,634 | 7,373 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $657,997 | 6,717 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $701,472 | 7,163 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $659,814 | 6,538 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $570,809 | 6,973 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $611,067 | 6,358 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $401,530 | 4,053 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $331,503 | 3,852 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||