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Disclosery

High Note Wealth, LLC: LMT position timeline

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

High Note Wealth, LLC held 4,709 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,709 shares
    Change vs previous 13F +86 shares

    0.41% of the 13F portfolio, value $2,398,903.

    13F-HR 0001807283-26-000006 filed by High Note Wealth, 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 4,623 shares
    Change vs previous 13F +51 shares

    0.55% of the 13F portfolio, value $2,793,816.

    13F-HR 0001807283-26-000004 filed by High Note Wealth, 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 4,572 shares
    Change vs previous 13F -17 shares

    0.43% of the 13F portfolio, value $2,211,529.

    13F-HR 0001807283-26-000001 filed by High Note Wealth, 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 4,589 shares
    Change vs previous 13F -80 shares

    0.46% of the 13F portfolio, value $2,290,978.

    13F-HR 0001807283-25-000007 filed by High Note Wealth, 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 4,669 shares
    Change vs previous 13F -18 shares

    0.5% of the 13F portfolio, value $2,162,415.

    13F-HR 0001807283-25-000006 filed by High Note Wealth, 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 4,687 shares
    Change vs previous 13F -171 shares

    0.52% of the 13F portfolio, value $2,093,661.

    13F-HR 0001807283-25-000003 filed by High Note Wealth, 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 4,858 shares
    Change vs previous 13F +98 shares

    0.61% of the 13F portfolio, value $2,360,528.

    13F-HR 0001807283-25-000002 filed by High Note Wealth, 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 4,760 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,782,787.

    13F-HR 0001807283-24-000006 filed by High Note Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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