Skip to content
Disclosery

AE Wealth Management LLC: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on LMT, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 7,626 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,626 shares
    Change vs previous 13F +552 shares

    0.02% of the 13F portfolio, value $3,885,458.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,074 shares
    Change vs previous 13F +144 shares

    0.02% of the 13F portfolio, value $4,275,215.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 6,930 shares
    Change vs previous 13F +722 shares

    0.02% of the 13F portfolio, value $3,352,198.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 6,208 shares
    Change vs previous 13F +78 shares

    0.02% of the 13F portfolio, value $3,098,583.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 6,130 shares
    Change vs previous 13F -348 shares

    0.02% of the 13F portfolio, value $2,838,677.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 6,478 shares
    Change vs previous 13F -3,177 shares

    0.02% of the 13F portfolio, value $2,894,274.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 9,655 shares
    Change vs previous 13F -359 shares

    0.04% of the 13F portfolio, value $4,691,998.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 10,014 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $5,853,928.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).