Oak Asset Management, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Oak Asset Management, LLC on LMT, newest first. How the timeline and the estimate are built.
Oak Asset Management, LLC held 2,519 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.
the latest 13F is the newest step
- period ended2026-09-3013F 2,519 sharesChange vs previous 13F +15 shares
0.4% of the 13F portfolio, value $1,282,801.
13F-HR 0001726375-26-000005 filed by Oak Asset Management, LLC
Accepted , ingested - period ended2026-06-3013F 2,504 sharesChange vs previous 13F +5 shares
0.41% of the 13F portfolio, value $1,275,688.
13F-HR 0001726375-26-000003 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,499 sharesChange vs previous 13F -3 shares
0.52% of the 13F portfolio, value $1,510,371.
13F-HR 0001726375-26-000002 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,502 sharesChange vs previous 13F +15 shares
0.41% of the 13F portfolio, value $1,210,142.
13F-HR 0001726375-26-000001 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,487 sharesChange vs previous 13F +550 shares
0.42% of the 13F portfolio, value $1,241,535.
13F-HR 0001726375-25-000003 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,937 sharesChange vs previous 13F +20 shares
0.32% of the 13F portfolio, value $897,102.
13F-HR 0001085146-25-003766 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,917 sharesChange vs previous 13F +100 shares
0.31% of the 13F portfolio, value $856,343.
13F-HR 0001085146-25-002040 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,817 sharesChange vs previous 13F not available
0.33% of the 13F portfolio, value $882,953.
13F-HR 0001085146-25-000173 filed by Oak Asset Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).