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Disclosery

Bison Wealth, LLC: LMT position timeline

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

Bison Wealth, LLC held 3,040 LMT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 3,040 shares
    Change vs previous 13F -790 shares

    0.33% of the 13F portfolio, value $1,477,490.

    13F-HR 0001172661-25-001285 filed by Bison Wealth, 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 3,830 shares
    Change vs previous 13F -307 shares

    0.36% of the 13F portfolio, value $2,239,009.

    13F-HR 0001172661-24-004465 filed by Bison Wealth, 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 4,137 shares
    Change vs previous 13F 0 shares

    0.31% of the 13F portfolio, value $1,881,793.

    13F-HR 0001172661-24-002986 filed by Bison Wealth, 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 4,137 shares
    Change vs previous 13F +92 shares

    0.31% of the 13F portfolio, value $1,881,793.

    13F-HR 0001172661-24-002121 filed by Bison Wealth, 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 4,045 shares
    Change vs previous 13F +28 shares

    0.32% of the 13F portfolio, value $1,833,520.

    13F-HR 0001172661-24-000384 filed by Bison Wealth, 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 4,017 shares
    Change vs previous 13F +42 shares

    0.32% of the 13F portfolio, value $1,642,789.

    13F-HR 0001172661-23-003718 filed by Bison Wealth, 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 3,975 shares
    Change vs previous 13F +567 shares

    0.34% of the 13F portfolio, value $1,829,909.

    13F-HR 0001172661-23-003169 filed by Bison Wealth, 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 3,408 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $1,535,908.

    13F-HR 0001172661-23-002097 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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