Gradient Capital Advisors, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gradient Capital Advisors, LLC on LMT, newest first. How the timeline and the estimate are built.
Gradient Capital Advisors, LLC held 1,725 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 1,725 sharesChange vs previous 13F -8 shares
0.2% of the 13F portfolio, value $878,889.
13F-HR 0001727917-26-000006 filed by Gradient Capital 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 1,733 sharesChange vs previous 13F +7 shares
0.27% of the 13F portfolio, value $1,047,319.
13F-HR 0001727917-26-000004 filed by Gradient Capital 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 1,726 sharesChange vs previous 13F -95 shares
0.22% of the 13F portfolio, value $834,577.
13F-HR 0001727917-26-000002 filed by Gradient Capital 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 1,821 sharesChange vs previous 13F -22 shares
0.24% of the 13F portfolio, value $908,901.
13F-HR 0001727917-25-000011 filed by Gradient Capital 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 1,843 sharesChange vs previous 13F -5 shares
0.25% of the 13F portfolio, value $853,580.
13F-HR 0001727917-25-000009 filed by Gradient Capital 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 1,848 sharesChange vs previous 13F -190 shares
0.27% of the 13F portfolio, value $825,544.
13F-HR 0001727917-25-000005 filed by Gradient Capital 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 2,038 sharesChange vs previous 13F -8 shares
0.32% of the 13F portfolio, value $990,180.
13F-HR 0001727917-25-000002 filed by Gradient Capital 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 2,046 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $1,195,863.
13F-HR 0001727917-24-000010 filed by Gradient Capital Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).