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Disclosery

Atria Investments, Inc: LMT position timeline

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

Atria Investments, Inc held 9,190 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-15.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 9,190 shares
    Change vs previous 13F +1,842 shares

    0.05% of the 13F portfolio, value $4,680,225.

    13F-HR 0001535865-26-000012 filed by Atria Investments, Inc
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,348 shares
    Change vs previous 13F -1,188 shares

    0.04% of the 13F portfolio, value $3,743,678.

    13F-HR 0001535865-26-000010 filed by Atria Investments, Inc
    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 8,536 shares
    Change vs previous 13F -4,299 shares

    0.06% of the 13F portfolio, value $5,159,210.

    13F-HR 0001535865-26-000005 filed by Atria Investments, Inc
    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 12,835 shares
    Change vs previous 13F -1,955 shares

    0.07% of the 13F portfolio, value $6,208,091.

    13F-HR 0001535865-26-000003 filed by Atria Investments, Inc
    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 14,790 shares
    Change vs previous 13F -644 shares

    0.08% of the 13F portfolio, value $7,383,286.

    13F-HR 0001535865-25-000016 filed by Atria Investments, Inc
    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 15,434 shares
    Change vs previous 13F -199 shares

    0.08% of the 13F portfolio, value $7,148,300.

    13F-HR 0001535865-25-000014 filed by Atria Investments, Inc
    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 15,633 shares
    Change vs previous 13F -7,880 shares

    0.09% of the 13F portfolio, value $6,983,408.

    13F-HR 0001535865-25-000009 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,513 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $11,425,955.

    13F-HR 0001535865-25-000002 filed by Atria Investments, Inc
    Filed (acceptance time not in the bulk data set), ingested

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