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Atria Wealth Solutions, Inc.: LMT position timeline

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

Atria Wealth Solutions, Inc. held 15,123 LMT shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 15,123 shares
    Change vs previous 13F -17,680 shares

    0.16% of the 13F portfolio, value $7,003,469.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 32,803 shares
    Change vs previous 13F -4,237 shares

    0.18% of the 13F portfolio, value $14,653,637.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 37,040 shares
    Change vs previous 13F -552 shares

    0.2% of the 13F portfolio, value $17,999,485.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 37,592 shares
    Change vs previous 13F -2,298 shares

    0.24% of the 13F portfolio, value $21,974,824.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 39,890 shares
    Change vs previous 13F +6,277 shares

    0.21% of the 13F portfolio, value $18,632,910.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 33,613 shares
    Change vs previous 13F +697 shares

    0.17% of the 13F portfolio, value $15,357,258.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 32,916 shares
    Change vs previous 13F +20 shares

    0.19% of the 13F portfolio, value $14,919,669.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 32,896 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $13,453,474.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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