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Disclosery

Fiduciary Alliance LLC: LMT position timeline

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

Fiduciary Alliance LLC held 6,562 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,562 shares
    Change vs previous 13F -1,843 shares

    0.23% of the 13F portfolio, value $3,342,926.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance LLC
    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 8,405 shares
    Change vs previous 13F -1,909 shares

    0.31% of the 13F portfolio, value $5,136,520.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance LLC
    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 10,314 shares
    Change vs previous 13F +528 shares

    0.33% of the 13F portfolio, value $4,988,551.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance LLC
    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 9,786 shares
    Change vs previous 13F -5,715 shares

    0.33% of the 13F portfolio, value $4,885,188.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance LLC
    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 15,501 shares
    Change vs previous 13F +109 shares

    0.54% of the 13F portfolio, value $7,179,310.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance LLC
    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 15,392 shares
    Change vs previous 13F -1,804 shares

    0.68% of the 13F portfolio, value $6,875,832.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance LLC
    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 17,196 shares
    Change vs previous 13F +1,001 shares

    0.84% of the 13F portfolio, value $8,356,244.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance LLC
    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 16,195 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $9,466,850.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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