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Disclosery

Florida Trust Wealth Management Co: LMT position timeline

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

Florida Trust Wealth Management Co held 27,074 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,074 shares
    Change vs previous 13F +3,598 shares

    0.34% of the 13F portfolio, value $13,793,120.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 23,476 shares
    Change vs previous 13F +1,562 shares

    0.4% of the 13F portfolio, value $14,188,660.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 21,914 shares
    Change vs previous 13F +3,584 shares

    0.29% of the 13F portfolio, value $10,599,145.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 18,330 shares
    Change vs previous 13F +3,480 shares

    0.26% of the 13F portfolio, value $9,150,519.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 14,850 shares
    Change vs previous 13F +1,237 shares

    0.21% of the 13F portfolio, value $6,877,629.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 13,613 shares
    Change vs previous 13F -525 shares

    0.2% of the 13F portfolio, value $6,081,063.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 14,138 shares
    Change vs previous 13F +968 shares

    0.22% of the 13F portfolio, value $6,870,219.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 13,170 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $7,698,656.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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