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Beacon Pointe Advisors, LLC: LMT position timeline

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

Beacon Pointe Advisors, LLC held 61,354 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,354 shares
    Change vs previous 13F +2,296 shares

    0.15% of the 13F portfolio, value $31,258,876.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 59,058 shares
    Change vs previous 13F +13,896 shares

    0.19% of the 13F portfolio, value $35,694,029.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 45,162 shares
    Change vs previous 13F +2,966 shares

    0.15% of the 13F portfolio, value $21,843,557.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    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 42,196 shares
    Change vs previous 13F -9,058 shares

    0.18% of the 13F portfolio, value $21,064,807.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 51,254 shares
    Change vs previous 13F +2,337 shares

    0.25% of the 13F portfolio, value $23,737,588.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 48,917 shares
    Change vs previous 13F -5,930 shares

    0.25% of the 13F portfolio, value $21,851,686.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 54,847 shares
    Change vs previous 13F -147 shares

    0.3% of the 13F portfolio, value $26,652,137.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 54,994 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $32,147,580.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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