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Disclosery

Avitas Wealth Management LLC: LMT position timeline

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

Avitas Wealth Management LLC held 5,309 LMT shares at 2024-12-31 per its 13F-HR filed 2025-01-27.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 5,309 shares
    Change vs previous 13F +24 shares

    0.36% of the 13F portfolio, value $2,579,855.

    13F-HR 0001734565-25-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 5,285 shares
    Change vs previous 13F +51 shares

    0.43% of the 13F portfolio, value $3,089,400.

    13F-HR 0001734565-24-000007 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 5,234 shares
    Change vs previous 13F -16 shares

    0.36% of the 13F portfolio, value $2,444,801.

    13F-HR 0001734565-24-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 5,250 shares
    Change vs previous 13F +42 shares

    0.36% of the 13F portfolio, value $2,388,068.

    13F-HR 0001734565-24-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 5,208 shares
    Change vs previous 13F +122 shares

    0.39% of the 13F portfolio, value $2,360,474.

    13F-HR 0001734565-24-000001 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 5,086 shares
    Change vs previous 13F -1,058 shares

    0.4% of the 13F portfolio, value $2,079,971.

    13F-HR 0001734565-23-000005 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 6,144 shares
    Change vs previous 13F +75 shares

    0.51% of the 13F portfolio, value $2,828,575.

    13F-HR 0001734565-23-000004 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 6,069 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,868,998.

    13F-HR 0001734565-23-000003 filed by Avitas Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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