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Disclosery

Heritage Trust Co: LMT position timeline

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

Heritage Trust Co held 9,045 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,045 shares
    Change vs previous 13F +5,900 shares

    0.4% of the 13F portfolio, value $4,608,060.

    13F-HR 0001706028-26-000006 filed by Heritage Trust 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 3,145 shares
    Change vs previous 13F +138 shares

    0.19% of the 13F portfolio, value $1,900,807.

    13F-HR 0001706028-26-000004 filed by Heritage Trust 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 3,007 shares
    Change vs previous 13F +536 shares

    0.15% of the 13F portfolio, value $1,454,390.

    13F-HR 0001706028-26-000002 filed by Heritage Trust 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 2,471 shares
    Change vs previous 13F +11 shares

    0.13% of the 13F portfolio, value $1,233,548.

    13F-HR 0001706028-25-000005 filed by Heritage Trust 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 2,460 shares
    Change vs previous 13F -44 shares

    0.13% of the 13F portfolio, value $1,139,325.

    13F-HR 0001625292-25-000011 filed by Heritage Trust 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 2,504 shares
    Change vs previous 13F -3,145 shares

    0.14% of the 13F portfolio, value $1,118,560.

    13F-HR 0001625292-25-000007 filed by Heritage Trust 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 5,649 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $2,745,070.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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