Alta Wealth Advisors LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alta Wealth Advisors LLC on LMT, newest first. How the timeline and the estimate are built.
Alta Wealth Advisors LLC held 3,330 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 3,330 sharesChange vs previous 13F -95 shares
0.46% of the 13F portfolio, value $1,696,521.
13F-HR 0002085853-26-000910 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 3,425 sharesChange vs previous 13F +3,425 shares
0.67% of the 13F portfolio, value $2,070,051.
13F-HR 0002085853-26-000558 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 0 sharesChange vs previous 13F -1,006 shares
13F-HR 0002085853-25-000217 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 1,006 sharesChange vs previous 13F -26 shares
0.22% of the 13F portfolio, value $465,921.
13F-HR 0001667731-25-000913 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,032 sharesChange vs previous 13F -123 shares
0.21% of the 13F portfolio, value $461,000.
13F-HR 0001667731-25-000508 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,155 sharesChange vs previous 13F -5 shares
0.25% of the 13F portfolio, value $561,262.
13F-HR 0001667731-25-000110 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,160 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $678,091.
13F-HR 0001843826-24-000004 filed by Alta Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).