Alteri Wealth LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Alteri Wealth LLC on LMT, newest first. How the timeline and the estimate are built.
Alteri Wealth LLC held 3,708 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.
the latest 13F is the newest step
- period ended2026-06-3013F 3,708 sharesChange vs previous 13F -59 shares
0.52% of the 13F portfolio, value $1,888,880.
13F-HR 0001765380-26-000232 filed by Alteri Wealth 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 3,767 sharesChange vs previous 13F +11 shares
0.74% of the 13F portfolio, value $2,276,503.
13F-HR 0001765380-26-000172 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,756 sharesChange vs previous 13F -20 shares
0.59% of the 13F portfolio, value $1,816,477.
13F-HR 0001765380-26-000101 filed by Alteri Wealth 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 3,776 sharesChange vs previous 13F +213 shares
0.65% of the 13F portfolio, value $1,884,823.
13F-HR 0001765380-25-000456 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,563 sharesChange vs previous 13F -90 shares
0.64% of the 13F portfolio, value $1,650,384.
13F-HR 0001765380-25-000322 filed by Alteri Wealth 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 3,653 sharesChange vs previous 13F -46 shares
0.72% of the 13F portfolio, value $1,631,967.
13F-HR 0001765380-25-000184 filed by Alteri Wealth 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 3,699 sharesChange vs previous 13F not available
0.5% of the 13F portfolio, value $1,797,404.
13F-HR 0001765380-25-000115 filed by Alteri Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).