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Disclosery

Caldwell Trust Co: LMT position timeline

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

Caldwell Trust Co held 6,394 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,394 shares
    Change vs previous 13F +492 shares

    0.26% of the 13F portfolio, value $3,257,487.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 5,902 shares
    Change vs previous 13F +27 shares

    0.32% of the 13F portfolio, value $3,567,110.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 5,875 shares
    Change vs previous 13F -496 shares

    0.25% of the 13F portfolio, value $2,841,561.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 6,371 shares
    Change vs previous 13F +96 shares

    0.3% of the 13F portfolio, value $3,180,467.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 6,275 shares
    Change vs previous 13F +121 shares

    0.29% of the 13F portfolio, value $2,906,204.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 6,154 shares
    Change vs previous 13F -132 shares

    0.29% of the 13F portfolio, value $2,749,053.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 6,286 shares
    Change vs previous 13F -219 shares

    0.32% of the 13F portfolio, value $3,054,619.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 6,505 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,802,563.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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