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AVANTAX ADVISORY SERVICES, INC.: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AVANTAX ADVISORY SERVICES, INC. on LMT, newest first. How the timeline and the estimate are built.

AVANTAX ADVISORY SERVICES, INC. held 53,687 LMT shares at 2025-06-30 per its 13F-HR filed 2025-08-08.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 53,687 shares
    Change vs previous 13F +775 shares

    0.14% of the 13F portfolio, value $24,864,629.

    13F-HR 0001085146-25-004753 filed by AVANTAX ADVISORY SERVICES, 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 52,912 shares
    Change vs previous 13F +117 shares

    0.14% of the 13F portfolio, value $23,636,251.

    13F-HR 0001085146-25-002657 filed by AVANTAX ADVISORY SERVICES, 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 52,795 shares
    Change vs previous 13F -993 shares

    0.16% of the 13F portfolio, value $25,655,332.

    13F-HR 0001085146-25-000923 filed by AVANTAX ADVISORY SERVICES, 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 53,788 shares
    Change vs previous 13F -3,282 shares

    0.21% of the 13F portfolio, value $31,442,276.

    13F-HR 0001085146-24-005662 filed by AVANTAX ADVISORY SERVICES, 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 57,070 shares
    Change vs previous 13F +16,694 shares

    0.19% of the 13F portfolio, value $26,657,404.

    13F-HR 0001085146-24-003622 filed by AVANTAX ADVISORY SERVICES, 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 40,376 shares
    Change vs previous 13F +1,623 shares

    0.16% of the 13F portfolio, value $18,365,713.

    13F-HR 0001085146-24-002310 filed by AVANTAX ADVISORY SERVICES, 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 38,753 shares
    Change vs previous 13F +2,751 shares

    0.17% of the 13F portfolio, value $17,564,325.

    13F-HR 0001085146-24-000829 filed by AVANTAX ADVISORY SERVICES, 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 36,002 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $14,723,403.

    13F-HR 0001085146-23-004176 filed by AVANTAX ADVISORY SERVICES, INC.
    Filed (acceptance time not in the bulk data set), ingested

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