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MENLO ADVISORS LLC: LMT position timeline

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

MENLO ADVISORS LLC held 11,686 LMT shares at 2026-06-30 per its 13F-HR filed 2026-09-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,686 shares
    Change vs previous 13F -1 shares

    2.61% of the 13F portfolio, value $5,953,000.

    13F-HR 0001279708-26-000009 filed by MENLO ADVISORS LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 11,687 shares
    Change vs previous 13F 0 shares

    2.54% of the 13F portfolio, value $5,652,000.

    13F-HR 0001279708-26-000008 filed by MENLO ADVISORS LLC
    Accepted , ingested

  3. period ended2025-12-31
    13F 11,687 shares
    Change vs previous 13F +47 shares

    2.54% of the 13F portfolio, value $5,652,000.

    13F-HR 0001279708-26-000007 filed by MENLO ADVISORS LLC
    Accepted , ingested

  4. period ended2025-09-30
    13F 11,640 shares
    Change vs previous 13F +295 shares

    2.76% of the 13F portfolio, value $5,810,000.

    13F-HR 0001279708-26-000006 filed by MENLO ADVISORS LLC
    Accepted , ingested

  5. period ended2025-06-30
    13F 11,345 shares
    Change vs previous 13F -200 shares

    2.83% of the 13F portfolio, value $5,254,000.

    13F-HR 0001279708-25-000004 filed by MENLO ADVISORS 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 11,545 shares
    Change vs previous 13F -260 shares

    2.45% of the 13F portfolio, value $5,157,000.

    13F-HR 0001279708-25-000002 filed by MENLO ADVISORS 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 11,805 shares
    Change vs previous 13F -575 shares

    2.93% of the 13F portfolio, value $5,736,000.

    13F-HR 0001279708-25-000001 filed by MENLO ADVISORS 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 12,380 shares
    Change vs previous 13F not available

    3.72% of the 13F portfolio, value $7,236,000.

    13F-HR 0001279708-24-000008 filed by MENLO ADVISORS LLC
    Filed (acceptance time not in the bulk data set), ingested

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