Heritage Family Offices, LLP

Family Office

Position in RTX — RTX Corp

CIK 2019316 SCOTTSDALE, AZ

Position in RTX

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,519,547

-$460,957 QoQ

Shares Held

8,009

-22.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.30%

of 13F equity value

Holder Rank

#1,549

of 3,392 holders

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

Heritage Family Offices, LLP holds $3,595,353 across 5 Aerospace & Defense names. RTX ranks #1 (42.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RTX	RTX Corp This page	8,009	$1,519,547
2	BA	Boeing Co	4,856	$1,051,178
3	GE	General Electric Co	1,531	$572,180
4	HWM	Howmet Aerospace Inc.	862	$231,757
5	GD	General Dynamics Corp	623	$220,691

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,519,547	8,009	-22.0%	Shares	Sole	2026-07-29
2026-03-31	$1,980,504	10,267	-14.8%	Shares	Sole	2026-04-08
2025-12-31	$2,209,419	12,047	-5.7%	Shares	Sole	2026-01-12
2025-09-30	$2,138,310	12,779	-0.4%	Shares	Sole	2025-10-07
2025-06-30	$1,873,874	12,833	+5.9%	Shares	Sole	2025-07-09
2024-12-31	$1,401,947	12,115	+0.8%	Shares	Sole	2025-01-14
2024-09-30	$1,455,616	12,014	-1.3%	Shares	Sole	2024-10-16
2024-06-30	$1,222,248	12,175	—	Shares	Sole	2024-08-01
No filing history on record for this holder in this stock.