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Independent Advisor Alliance: LMT position timeline

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

Independent Advisor Alliance held 13,840 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,840 shares
    Change vs previous 13F -1,472 shares

    0.17% of the 13F portfolio, value $7,050,750.

    13F-HR 0001062993-26-004213 filed by Independent Advisor Alliance
    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 15,312 shares
    Change vs previous 13F -7,905 shares

    0.1% of the 13F portfolio, value $9,254,523.

    13F-HR 0001062993-26-002523 filed by Independent Advisor Alliance
    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 23,217 shares
    Change vs previous 13F -1,905 shares

    0.27% of the 13F portfolio, value $11,229,471.

    13F-HR 0001062993-26-000608 filed by Independent Advisor Alliance
    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 25,122 shares
    Change vs previous 13F +181 shares

    0.33% of the 13F portfolio, value $12,541,127.

    13F-HR 0001062993-25-016436 filed by Independent Advisor Alliance
    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 24,941 shares
    Change vs previous 13F +1,285 shares

    0.33% of the 13F portfolio, value $11,551,315.

    13F-HR 0001062993-25-014025 filed by Independent Advisor Alliance
    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 23,656 shares
    Change vs previous 13F +1,620 shares

    0.35% of the 13F portfolio, value $10,567,228.

    13F-HR 0001062993-25-009080 filed by Independent Advisor Alliance
    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 22,036 shares
    Change vs previous 13F +879 shares

    0.14% of the 13F portfolio, value $10,708,158.

    13F-HR 0001062993-25-001857 filed by Independent Advisor Alliance
    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 21,157 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $12,367,787.

    13F-HR 0001062993-24-018955 filed by Independent Advisor Alliance
    Filed (acceptance time not in the bulk data set), ingested

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