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Disclosery

Bogart Wealth, LLC: LMT position timeline

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

Bogart Wealth, LLC held 19,815 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,815 shares
    Change vs previous 13F +4,431 shares

    0.35% of the 13F portfolio, value $10,094,821.

    13F-HR 0001715740-26-000004 filed by Bogart 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 15,384 shares
    Change vs previous 13F -11,085 shares

    0.36% of the 13F portfolio, value $9,297,773.

    13F-HR 0001715740-26-000003 filed by Bogart 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 26,469 shares
    Change vs previous 13F -998 shares

    0.51% of the 13F portfolio, value $12,802,303.

    13F-HR 0001715740-26-000002 filed by Bogart 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 27,467 shares
    Change vs previous 13F +777 shares

    0.56% of the 13F portfolio, value $13,711,833.

    13F-HR 0001715740-25-000009 filed by Bogart 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 26,690 shares
    Change vs previous 13F +434 shares

    0.53% of the 13F portfolio, value $12,361,361.

    13F-HR 0001715740-25-000008 filed by Bogart 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 26,256 shares
    Change vs previous 13F +6,398 shares

    0.55% of the 13F portfolio, value $11,729,025.

    13F-HR 0001715740-25-000005 filed by Bogart 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 ended2024-12-31
    13F 19,858 shares
    Change vs previous 13F +203 shares

    0.46% of the 13F portfolio, value $9,649,595.

    13F-HR 0001715740-25-000003 filed by Bogart 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 ended2024-09-30
    13F 19,655 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $11,489,744.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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