RSM US Wealth Management LLC

SEC CIK: 0001679031
Latest filing: Aug 4, 2026

SEC filings (opens in a new tab)

RTX holding history

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

RTX overview All 13F holders of RTX Full Q2 2026 holdings

Shares (Q2 2026): 100,187
Value: $19.0M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of RTX by RSM US Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	100,187	$19.0M	0.2%	−3,787−3.6%	Reduced	Holders
Q1 2026	103,974	$20.1M	0.2%	+5,861+6.0%	Added	Holders
Q4 2025	98,113	$18.1M	0.2%	−3,072−3.0%	Reduced	Holders
Q3 2025	101,185	$16.9M	0.2%	+1,047+1.0%	Added	Holders
Q2 2025	100,138	$14.6M	0.2%	+946+1.0%	Added	Holders
Q1 2025	99,192	$13.1M	0.2%	−9,304−8.6%	Reduced	Holders
Q4 2024	108,496	$12.5M	0.2%	−993−0.9%	Reduced	Holders
Q3 2024	109,489	$13.6M	0.2%	+4,470+4.3%	Added	Holders
Q2 2024	105,019	$10.5M	0.2%	+62,071+144.5%	Added	Holders
Q1 2024	42,948	$4.19M	0.1%	−213−0.5%	Reduced	Holders
Q4 2023	43,161	$3.63M	0.1%	+15,175+54.2%	Added	Holders
Q3 2023	27,986	$2.01M	0.1%	+811+3.0%	Added	Holders
Q2 2023	27,175	$2.66M	0.1%	+378+1.4%	Added	Holders
Q1 2023	26,797	$2.62M	0.1%	+11,780+78.4%	Added	Holders
Q4 2022	15,017	$1.52M	0.1%	−182−1.2%	Reduced	Holders
Q3 2022	15,199	$1.24M	0.1%	−880−5.5%	Reduced	Holders
Q2 2022	16,079	$1.54M	0.1%	+1,311+8.9%	Added	Holders
Q1 2022	14,768	$1.46M	0.1%	−370−2.4%	Reduced	Holders
Q4 2021	15,138	$1.30M	0.1%	−39−0.3%	Reduced	Holders
Q3 2021	15,177	$1.30M	0.1%	−316−2.0%	Reduced	Holders
Q2 2021	15,493	$1.32M	0.1%	+6,928+80.9%	Added	Holders
Q1 2021	8,565	$662.0K	<0.1%	–	–	Holders

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