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Disclosery

BSW Wealth Partners: LMT position timeline

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

BSW Wealth Partners held 778 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 778 shares
    Change vs previous 13F -121 shares

    0.04% of the 13F portfolio, value $396,360.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 899 shares
    Change vs previous 13F -11 shares

    0.07% of the 13F portfolio, value $543,347.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 910 shares
    Change vs previous 13F -22 shares

    0.05% of the 13F portfolio, value $440,140.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 932 shares
    Change vs previous 13F -7 shares

    0.06% of the 13F portfolio, value $465,264.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 939 shares
    Change vs previous 13F -2 shares

    0.06% of the 13F portfolio, value $434,938.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 941 shares
    Change vs previous 13F -647 shares

    0.06% of the 13F portfolio, value $420,386.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 1,588 shares
    Change vs previous 13F +750 shares

    0.11% of the 13F portfolio, value $771,689.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 838 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $489,861.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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