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Livermore
Livermore
ZHEN

Heritage Wealth Advisors

SEC CIK
0001591122
Latest filing
Aug 14, 2026

RTX holding history

RTX Corp in every 13F filed by Heritage Wealth Advisors, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

RTX overviewAll 13F holders of RTXFull Q2 2026 holdings

Shares (Q2 2026)
312,800
Value
$59.3M
% of portfolio
2.0%
Quarters held
22
Since Q1 2021
Holdings of RTX by Heritage Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026312,800$59.3M2.0%−7,292−2.3%ReducedHolders
Q1 2026320,092$61.7M2.4%−131,289−29.1%ReducedHolders
Q4 2025451,381$82.8M3.2%−15,743−3.4%ReducedHolders
Q3 2025467,124$78.2M3.4%−6,182−1.3%ReducedHolders
Q2 2025473,306$69.1M3.3%−2,320−0.5%ReducedHolders
Q1 2025475,626$63.0M3.2%+5,550+1.2%AddedHolders
Q4 2024470,076$54.4M2.7%−7,437−1.6%ReducedHolders
Q3 2024477,513$57.9M2.7%−21,234−4.3%ReducedHolders
Q2 2024498,747$50.1M2.3%+10,489+2.1%AddedHolders
Q1 2024488,258$47.6M2.2%+46,107+10.4%AddedHolders
Q4 2023442,151$37.2M1.8%+2,180+0.5%AddedHolders
Q3 2023439,971$31.7M1.7%+16,340+3.9%AddedHolders
Q2 2023423,631$41.5M2.2%+9,833+2.4%AddedHolders
Q1 2023413,798$40.5M2.3%+20,556+5.2%AddedHolders
Q4 2022393,242$39.7M2.3%+15,229+4.0%AddedHolders
Q3 2022378,013$30.9M2.2%+32,327+9.4%AddedHolders
Q2 2022345,686$33.2M2.3%+78,654+29.5%AddedHolders
Q1 2022267,032$26.5M1.5%+23,450+9.6%AddedHolders
Q4 2021243,582$21.0M1.2%+19,878+8.9%AddedHolders
Q3 2021223,704$19.2M1.2%+13,008+6.2%AddedHolders
Q2 2021210,696$18.0M1.1%+28,245+15.5%AddedHolders
Q1 2021182,451$14.1M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.