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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 2,686 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,686 shares
    Change vs previous 13F -328 shares

    0.13% of the 13F portfolio, value $1,445,302.

    13F-HR 0001493152-26-032296 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 ended2026-03-31
    13F 3,014 shares
    Change vs previous 13F -244 shares

    0.15% of the 13F portfolio, value $1,567,098.

    13F-HR 0001493152-26-023586 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 ended2025-12-31
    13F 3,258 shares
    Change vs previous 13F +189 shares

    0.23% of the 13F portfolio, value $2,044,010.

    13F-HR 0001493152-26-012336 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 ended2025-09-30
    13F 3,069 shares
    Change vs previous 13F -144 shares

    0.14% of the 13F portfolio, value $1,497,721.

    13F-HR 0001493152-25-021659 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 ended2025-06-30
    13F 3,213 shares
    Change vs previous 13F +839 shares

    0.12% of the 13F portfolio, value $1,501,936.

    13F-HR 0001641172-25-019676 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 ended2025-03-31
    13F 2,374 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,134,367.

    13F-HR 0001641172-25-009192 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).