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Disclosery

Apella Capital, LLC: LMT position timeline

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

Apella Capital, LLC held 6,125 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,125 shares
    Change vs previous 13F +469 shares

    0.04% of the 13F portfolio, value $3,057,643.

    13F-HR 0001801507-26-000008 filed by Apella Capital, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 5,656 shares
    Change vs previous 13F -18 shares

    0.04% of the 13F portfolio, value $3,028,339.

    13F-HR 0001801507-26-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 5,674 shares
    Change vs previous 13F +3,654 shares

    0.05% of the 13F portfolio, value $3,360,124.

    13F-HR 0001801507-26-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,020 shares
    Change vs previous 13F +159 shares

    0.02% of the 13F portfolio, value $976,866.

    13F-HR 0001801507-26-000004 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,861 shares
    Change vs previous 13F +269 shares

    0.02% of the 13F portfolio, value $918,051.

    13F-HR 0001801507-25-000008 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,592 shares
    Change vs previous 13F +523 shares

    0.02% of the 13F portfolio, value $746,694.

    13F-HR 0001801507-25-000006 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,069 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $494,267.

    13F-HR 0001801507-25-000005 filed by Apella Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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