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MONTAG A & ASSOCIATES INC: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MONTAG A & ASSOCIATES INC on LMT, newest first. How the timeline and the estimate are built.

MONTAG A & ASSOCIATES INC held 6,964 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,964 shares
    Change vs previous 13F -241 shares

    0.15% of the 13F portfolio, value $3,547,880.

    13F-HR 0000829407-26-000004 filed by MONTAG A & ASSOCIATES INC
    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 7,205 shares
    Change vs previous 13F -96 shares

    0.2% of the 13F portfolio, value $4,354,630.

    13F-HR 0000829407-26-000003 filed by MONTAG A & ASSOCIATES INC
    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 7,301 shares
    Change vs previous 13F +112 shares

    0.16% of the 13F portfolio, value $3,531,275.

    13F-HR 0000829407-26-000001 filed by MONTAG A & ASSOCIATES INC
    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 7,189 shares
    Change vs previous 13F +125 shares

    0.17% of the 13F portfolio, value $3,588,821.

    13F-HR 0000829407-25-000006 filed by MONTAG A & ASSOCIATES INC
    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 7,064 shares
    Change vs previous 13F -912 shares

    0.16% of the 13F portfolio, value $3,271,621.

    13F-HR 0000829407-25-000004 filed by MONTAG A & ASSOCIATES INC
    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 7,976 shares
    Change vs previous 13F +80 shares

    0.18% of the 13F portfolio, value $3,562,959.

    13F-HR 0000829407-25-000003 filed by MONTAG A & ASSOCIATES INC
    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 7,896 shares
    Change vs previous 13F -150 shares

    0.18% of the 13F portfolio, value $3,836,983.

    13F-HR 0000829407-25-000001 filed by MONTAG A & ASSOCIATES INC
    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 8,046 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,703,370.

    13F-HR 0000829407-24-000007 filed by MONTAG A & ASSOCIATES INC
    Filed (acceptance time not in the bulk data set), ingested

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