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HOWE & RUSLING INC: LMT position timeline

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

HOWE & RUSLING INC held 2,115 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,115 shares
    Change vs previous 13F -110 shares

    0.06% of the 13F portfolio, value $1,077,279.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 2,225 shares
    Change vs previous 13F -95 shares

    0.09% of the 13F portfolio, value $1,344,696.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 2,320 shares
    Change vs previous 13F -33 shares

    0.07% of the 13F portfolio, value $1,121,949.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 2,353 shares
    Change vs previous 13F +62 shares

    0.08% of the 13F portfolio, value $1,174,502.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 2,291 shares
    Change vs previous 13F -240 shares

    0.08% of the 13F portfolio, value $1,061,201.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 2,531 shares
    Change vs previous 13F -809 shares

    0.1% of the 13F portfolio, value $1,130,627.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 3,340 shares
    Change vs previous 13F +303 shares

    0.14% of the 13F portfolio, value $1,623,040.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 3,037 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,775,309.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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