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Centric Wealth Management: LMT position timeline

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

Centric Wealth Management held 6,208 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,208 shares
    Change vs previous 13F 0 shares

    0.5% of the 13F portfolio, value $3,216,699.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 6,208 shares
    Change vs previous 13F -270 shares

    0.64% of the 13F portfolio, value $3,216,699.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 6,478 shares
    Change vs previous 13F +413 shares

    0.87% of the 13F portfolio, value $4,119,739.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 6,065 shares
    Change vs previous 13F +584 shares

    0.66% of the 13F portfolio, value $2,983,349.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 5,481 shares
    Change vs previous 13F +668 shares

    0.56% of the 13F portfolio, value $2,332,741.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 4,813 shares
    Change vs previous 13F +1,770 shares

    0.57% of the 13F portfolio, value $2,150,155.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 3,043 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,478,700.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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