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Disclosery

Integrated Wealth Concepts LLC: LMT position timeline

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

Integrated Wealth Concepts LLC held 23,400 LMT shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 23,400 shares
    Change vs previous 13F -122 shares

    0.08% of the 13F portfolio, value $11,921,233.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 23,522 shares
    Change vs previous 13F +8,832 shares

    0.11% of the 13F portfolio, value $14,216,361.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 14,690 shares
    Change vs previous 13F -899 shares

    0.08% of the 13F portfolio, value $7,104,974.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 15,589 shares
    Change vs previous 13F +550 shares

    0.07% of the 13F portfolio, value $7,782,205.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 15,039 shares
    Change vs previous 13F +2,029 shares

    0.07% of the 13F portfolio, value $6,965,356.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 13,010 shares
    Change vs previous 13F -379 shares

    0.07% of the 13F portfolio, value $5,811,489.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 13,389 shares
    Change vs previous 13F +1,928 shares

    0.08% of the 13F portfolio, value $6,506,447.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 11,461 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $6,699,693.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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