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Disclosery

HB Wealth Management, LLC: LMT position timeline

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

HB Wealth Management, LLC held 16,297 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,297 shares
    Change vs previous 13F -658 shares

    0.05% of the 13F portfolio, value $8,302,866.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, 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 16,955 shares
    Change vs previous 13F +765 shares

    0.07% of the 13F portfolio, value $10,248,033.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, 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 16,190 shares
    Change vs previous 13F +1,331 shares

    0.05% of the 13F portfolio, value $7,831,017.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, 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 14,859 shares
    Change vs previous 13F -493 shares

    0.05% of the 13F portfolio, value $7,417,858.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, 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 15,352 shares
    Change vs previous 13F +1,502 shares

    0.06% of the 13F portfolio, value $7,110,318.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, 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 13,850 shares
    Change vs previous 13F +1,325 shares

    0.05% of the 13F portfolio, value $6,187,318.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, 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 12,525 shares
    Change vs previous 13F +573 shares

    0.06% of the 13F portfolio, value $6,086,642.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, 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 11,952 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,986,708.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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