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Disclosery

Joule Financial, LLC: LMT position timeline

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

Joule Financial, LLC held 508 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 508 shares
    Change vs previous 13F +1 shares

    0.07% of the 13F portfolio, value $259,258.

    13F-HR 0001172661-26-002634 filed by Joule Financial, 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 507 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $306,962.

    13F-HR 0001172661-26-001484 filed by Joule Financial, 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 508 shares
    Change vs previous 13F +32 shares

    0.07% of the 13F portfolio, value $245,704.

    13F-HR 0001172661-26-000225 filed by Joule Financial, 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 476 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $237,624.

    13F-HR 0001172661-25-004552 filed by Joule Financial, 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 476 shares
    Change vs previous 13F +476 shares

    0.07% of the 13F portfolio, value $220,455.

    13F-HR 0001172661-25-002679 filed by Joule Financial, 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 0 shares
    Change vs previous 13F -427 shares

    13F-HR 0001172661-25-001487 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  7. period ended2024-12-31
    13F 427 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $207,496.

    13F-HR 0001172661-25-000201 filed by Joule Financial, 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 418 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $244,346.

    13F-HR 0001172661-24-004300 filed by Joule Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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