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Disclosery

Avalon Investment & Advisory: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Avalon Investment & Advisory on LMT, newest first. How the timeline and the estimate are built.

Avalon Investment & Advisory held 96,162 LMT shares at 2023-03-31 per its 13F-HR filed 2023-05-15.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 96,162 shares
    Change vs previous 13F -23,816 shares

    1.24% of the 13F portfolio, value $45,458,738.

    13F-HR 0001221362-23-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 119,978 shares
    Change vs previous 13F +21,810 shares

    1.66% of the 13F portfolio, value $58,368,000.

    13F-HR 0001221362-23-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 98,168 shares
    Change vs previous 13F +447 shares

    1.17% of the 13F portfolio, value $37,921,000.

    13F-HR 0001221362-22-000004 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 97,721 shares
    Change vs previous 13F +46,857 shares

    1.18% of the 13F portfolio, value $42,016,000.

    13F-HR 0001221362-22-000003 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-03-31
    13F 50,864 shares
    Change vs previous 13F -17,636 shares

    0.54% of the 13F portfolio, value $22,451,000.

    13F-HR 0001221362-22-000002 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 68,500 shares
    Change vs previous 13F -14,343 shares

    0.6% of the 13F portfolio, value $24,346,000.

    13F-HR 0001420506-22-000430 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 82,843 shares
    Change vs previous 13F -8,274 shares

    0.66% of the 13F portfolio, value $28,589,000.

    13F-HR 0001171520-21-000475 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 91,117 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $34,474,000.

    13F-HR 0001221362-21-000008 filed by Avalon Investment & Advisory
    Filed (acceptance time not in the bulk data set), ingested

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