Position in RTX
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$221,414
+$17,905 QoQ
Shares Held
1,167
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#3,024
of 3,392 holders
Holding Since
Jun 2022
10 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, 2026Financial Synergies Wealth Advisors, Inc. holds $1,144,743 across 3 Aerospace & Defense names. RTX ranks #3 (19.3% of the industry book) .
All Filings in RTX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,414 | 1,167 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $203,509 | 1,055 | Shares | Sole | 2026-05-14 | |
| 2024-03-31 | $47,789 | 490 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $42,490 | 505 | Shares | Sole | 2024-04-04 | |
| 2023-09-30 | $52,682 | 732 | Shares | Sole | 2024-04-04 | |
| 2023-06-30 | $70,433 | 719 | Shares | Sole | 2024-04-04 | |
| 2023-03-31 | $115,459 | 1,179 | Shares | Sole | 2024-04-04 | |
| 2022-12-31 | $50,964 | 505 | Shares | Sole | 2024-04-04 | |
| 2022-09-30 | $7,858 | 96 | Shares | Sole | 2024-04-04 | |
| 2022-06-30 | $9,226 | 96 | Shares | Sole | 2024-04-04 | |
| No filing history on record for this holder in this stock. | ||||||