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Disclosery

Dakota Wealth Management: LMT position timeline

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

Dakota Wealth Management held 7,696 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,696 shares
    Change vs previous 13F -320 shares

    0.07% of the 13F portfolio, value $3,921,017.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 8,016 shares
    Change vs previous 13F -148 shares

    0.1% of the 13F portfolio, value $4,844,903.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 8,164 shares
    Change vs previous 13F +1,388 shares

    0.07% of the 13F portfolio, value $3,948,579.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 6,776 shares
    Change vs previous 13F -549 shares

    0.07% of the 13F portfolio, value $3,382,529.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 7,325 shares
    Change vs previous 13F -16 shares

    0.07% of the 13F portfolio, value $3,392,272.

    13F-HR 0001951757-25-000874 filed by Dakota 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 7,341 shares
    Change vs previous 13F -249 shares

    0.08% of the 13F portfolio, value $3,279,403.

    13F-HR 0001951757-25-000489 filed by Dakota 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 7,590 shares
    Change vs previous 13F -355 shares

    0.08% of the 13F portfolio, value $3,688,498.

    13F-HR 0001951757-25-000061 filed by Dakota Wealth Management
    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 7,945 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $4,644,287.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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