Position in RTX
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$585,696
-$2,070 QoQ
Shares Held
3,087
+1.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.13%
of 13F equity value
Holder Rank
#2,236
of 3,395 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RTX Over Time
Shares Held
Position Value (USD)
Derivatives in RTX
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$60,580
PutShares
500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Aerospace & Defense
Industrials · as of Jun 30, 2026Heritage Wealth Management, Inc. /CA/ holds $1,227,403 across 3 Aerospace & Defense names. RTX ranks #1 (47.7% of the industry book) .
All Filings in RTX
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,696 | 3,087 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $587,766 | 3,047 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $561,754 | 3,063 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $513,870 | 3,071 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $510,631 | 3,497 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $464,537 | 3,507 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $405,945 | 3,508 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $379,473 | 3,132 | Shares | Sole | 2024-10-18 | |
| 2024-09-30 | $60,580 | 500 | Put | Sole | 2024-10-18 | |
| 2024-06-30 | $313,417 | 3,122 | Shares | Sole | 2024-07-25 | |
| 2024-06-30 | $50,195 | 500 | Put | Sole | 2024-07-25 | |
| 2024-03-31 | $48,765 | 500 | Put | Sole | 2024-05-06 | |
| 2024-03-31 | $325,457 | 3,337 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $286,076 | 3,400 | Shares | Sole | 2024-02-14 | |
| 2023-12-31 | $42,070 | 500 | Put | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||