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Disclosery

Greystone Financial Group, LLC: LMT position timeline

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

Greystone Financial Group, LLC held 14,719 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,719 shares
    Change vs previous 13F -517 shares

    2.1% of the 13F portfolio, value $7,498,798.

    13F-HR 0001845302-26-000008 filed by Greystone Financial Group, 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 15,236 shares
    Change vs previous 13F -11,449 shares

    2.61% of the 13F portfolio, value $9,208,467.

    13F-HR 0001845302-26-000006 filed by Greystone Financial Group, 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 26,685 shares
    Change vs previous 13F -572 shares

    2.01% of the 13F portfolio, value $12,906,715.

    13F-HR 0001845302-26-000004 filed by Greystone Financial Group, 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 27,257 shares
    Change vs previous 13F -1,589 shares

    2.11% of the 13F portfolio, value $13,607,080.

    13F-HR 0001845302-25-000011 filed by Greystone Financial Group, 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 28,846 shares
    Change vs previous 13F -601 shares

    2.2% of the 13F portfolio, value $13,359,836.

    13F-HR 0001845302-25-000007 filed by Greystone Financial Group, 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 29,447 shares
    Change vs previous 13F +422 shares

    2.39% of the 13F portfolio, value $13,154,316.

    13F-HR 0001845302-25-000005 filed by Greystone Financial Group, 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 29,025 shares
    Change vs previous 13F +3,816 shares

    2.45% of the 13F portfolio, value $14,104,375.

    13F-HR 0001845302-25-000003 filed by Greystone Financial Group, 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 25,209 shares
    Change vs previous 13F not available

    2.63% of the 13F portfolio, value $14,736,140.

    13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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