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Optimist Retirement Group LLC: LMT position timeline

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

Optimist Retirement Group LLC held 4,342 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,342 shares
    Change vs previous 13F -1 shares

    0.85% of the 13F portfolio, value $2,212,258.

    13F-HR 0002011850-26-000003 filed by Optimist Retirement 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 4,343 shares
    Change vs previous 13F -563 shares

    1.16% of the 13F portfolio, value $2,624,805.

    13F-HR 0002011850-26-000002 filed by Optimist Retirement 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 4,906 shares
    Change vs previous 13F +6 shares

    1.09% of the 13F portfolio, value $2,372,952.

    13F-HR 0002011850-26-000001 filed by Optimist Retirement 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 4,900 shares
    Change vs previous 13F +274 shares

    1.11% of the 13F portfolio, value $2,446,358.

    13F-HR 0002011850-25-000007 filed by Optimist Retirement 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 4,626 shares
    Change vs previous 13F -22 shares

    1.03% of the 13F portfolio, value $2,142,398.

    13F-HR 0002011850-25-000006 filed by Optimist Retirement 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 4,648 shares
    Change vs previous 13F +684 shares

    1.04% of the 13F portfolio, value $2,076,363.

    13F-HR 0002011850-25-000005 filed by Optimist Retirement 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 3,964 shares
    Change vs previous 13F -93 shares

    0.91% of the 13F portfolio, value $1,926,087.

    13F-HR 0002011850-25-000003 filed by Optimist Retirement 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 4,057 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $2,371,736.

    13F-HR 0002011850-24-000005 filed by Optimist Retirement Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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