Clearstead Advisors, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Clearstead Advisors, LLC on LMT, newest first. How the timeline and the estimate are built.
Clearstead Advisors, LLC held 13,629 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 13,629 sharesChange vs previous 13F +82 shares
0.07% of the 13F portfolio, value $6,943,382.
13F-HR 0000842775-26-000004 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 13,547 sharesChange vs previous 13F +70 shares
0.07% of the 13F portfolio, value $8,187,657.
13F-HR 0000842775-26-000003 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 13,477 sharesChange vs previous 13F +783 shares
0.08% of the 13F portfolio, value $6,518,536.
13F-HR 0000842775-26-000001 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 12,694 sharesChange vs previous 13F -658 shares
0.09% of the 13F portfolio, value $6,336,795.
13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 13,352 sharesChange vs previous 13F -64 shares
0.09% of the 13F portfolio, value $6,184,059.
13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 13,416 sharesChange vs previous 13F +454 shares
0.09% of the 13F portfolio, value $5,993,232.
13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 12,962 sharesChange vs previous 13F -178 shares
0.1% of the 13F portfolio, value $6,298,773.
13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 13,140 sharesChange vs previous 13F not available
0.12% of the 13F portfolio, value $7,681,115.
13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).