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Harold Davidson & Associates Inc.: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harold Davidson & Associates Inc. on LMT, newest first. How the timeline and the estimate are built.

Harold Davidson & Associates Inc. held 0 LMT shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 0 shares
    Change vs previous 13F -1,866 shares

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-06-30
    13F 1,866 shares
    Change vs previous 13F -512 shares

    0.56% of the 13F portfolio, value $864,219.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,378 shares
    Change vs previous 13F -890 shares

    0.58% of the 13F portfolio, value $1,062,276.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 3,268 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $1,588,052.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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