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Disclosery

Merit Financial Group, LLC: LMT position timeline

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

Merit Financial Group, LLC held 18,438 LMT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 18,438 shares
    Change vs previous 13F -3,266 shares

    0.06% of the 13F portfolio, value $9,393,209.

    13F-HR/A 0001621225-26-000007 filed by Merit 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 21,704 shares
    Change vs previous 13F +1,928 shares

    0.1% of the 13F portfolio, value $13,117,241.

    13F-HR 0001621225-26-000005 filed by Merit 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 19,776 shares
    Change vs previous 13F +5,035 shares

    0.08% of the 13F portfolio, value $9,565,420.

    13F-HR 0001621225-26-000003 filed by Merit 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/A 14,741 shares
    Change vs previous 13F -7,777 shares

    0.07% of the 13F portfolio, value $7,359,040.

    13F-HR/A 0001621225-25-000008 filed by Merit 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 22,518 shares
    Change vs previous 13F +9,557 shares

    0.12% of the 13F portfolio, value $10,429,176.

    13F-HR 0001621225-25-000006 filed by Merit 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 12,961 shares
    Change vs previous 13F +1,046 shares

    0.09% of the 13F portfolio, value $5,789,981.

    13F-HR 0001621225-25-000003 filed by Merit 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 11,915 shares
    Change vs previous 13F +2,173 shares

    0.1% of the 13F portfolio, value $5,789,787.

    13F-HR 0001621225-25-000002 filed by Merit 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 9,742 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $5,694,530.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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