Certus Wealth Management, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certus Wealth Management, LLC on LMT, newest first. How the timeline and the estimate are built.
Certus Wealth Management, LLC held 1,468 LMT shares at 2025-09-30 per its 13F-HR filed 2025-11-07.
the latest 13F is the newest step
- period ended2025-09-3013F 1,468 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $732,840.
13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,468 sharesChange vs previous 13F 0 shares
0.44% of the 13F portfolio, value $679,890.
13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,468 sharesChange vs previous 13F 0 shares
0.47% of the 13F portfolio, value $694,599.
13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,468 sharesChange vs previous 13F -163 shares
0.44% of the 13F portfolio, value $657,987.
13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,631 sharesChange vs previous 13F 0 shares
0.66% of the 13F portfolio, value $953,417.
13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,631 sharesChange vs previous 13F 0 shares
0.58% of the 13F portfolio, value $761,840.
13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,631 sharesChange vs previous 13F -12 shares
0.6% of the 13F portfolio, value $753,375.
13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 1,643 sharesChange vs previous 13F not available
0.63% of the 13F portfolio, value $744,673.
13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).