Skip to content
Disclosery

Avantra Family Wealth, Inc.: LMT position timeline

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

Avantra Family Wealth, Inc. held 938 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 938 shares
    Change vs previous 13F -5 shares

    0.3% of the 13F portfolio, value $477,873.

    13F-HR 0001951757-26-001073 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 943 shares
    Change vs previous 13F -5 shares

    0.42% of the 13F portfolio, value $569,940.

    13F-HR 0001951757-26-000689 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 948 shares
    Change vs previous 13F +16 shares

    0.33% of the 13F portfolio, value $458,519.

    13F-HR 0001951757-26-000249 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 932 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $465,264.

    13F-HR 0001951757-25-001216 filed by Avantra Family Wealth, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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