Position in RTX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$263,345
-$53,975 QoQ
Shares Held
1,388
-15.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,890
of 3,392 holders
Holding Since
Sep 2025
4 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, 2026Plan Group Financial, LLC holds $1,321,233 across 4 Aerospace & Defense names. RTX ranks #4 (19.9% of the industry book) .
All Filings in RTX
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $263,345 | 1,388 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $317,320 | 1,645 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $231,634 | 1,263 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $211,170 | 1,262 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||