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Disclosery

Marshall Financial Group, LLC: LMT position timeline

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

Marshall Financial Group, LLC held 6,550 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,550 shares
    Change vs previous 13F +19 shares

    0.49% of the 13F portfolio, value $3,337,014.

    13F-HR 0002085853-26-000762 filed by Marshall Financial Group, 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 6,531 shares
    Change vs previous 13F -233 shares

    0.63% of the 13F portfolio, value $3,947,440.

    13F-HR 0002085853-26-000353 filed by Marshall Financial Group, 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 6,764 shares
    Change vs previous 13F -347 shares

    0.63% of the 13F portfolio, value $3,271,722.

    13F-HR 0002085853-26-000028 filed by Marshall Financial Group, 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 7,111 shares
    Change vs previous 13F +216 shares

    0.69% of the 13F portfolio, value $3,550,113.

    13F-HR 0002085853-25-000035 filed by Marshall Financial Group, 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 6,895 shares
    Change vs previous 13F +309 shares

    0.63% of the 13F portfolio, value $3,234,033.

    13F-HR 0001667731-25-000769 filed by Marshall Financial Group, 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 6,586 shares
    Change vs previous 13F +521 shares

    0.64% of the 13F portfolio, value $2,942,132.

    13F-HR 0001667731-25-000432 filed by Marshall Financial Group, 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 6,065 shares
    Change vs previous 13F -265 shares

    0.71% of the 13F portfolio, value $2,947,064.

    13F-HR 0001667731-25-000068 filed by Marshall Financial Group, 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 6,330 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $3,700,324.

    13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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