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Pinion Investment Advisors, LLC: LMT position timeline

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

Pinion Investment Advisors, LLC held 1,877 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,877 shares
    Change vs previous 13F +51 shares

    0.18% of the 13F portfolio, value $956,469.

    13F-HR 0001738738-26-000005 filed by Pinion Investment Advisors, 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 1,826 shares
    Change vs previous 13F -614 shares

    0.26% of the 13F portfolio, value $1,103,676.

    13F-HR 0001738738-26-000002 filed by Pinion Investment Advisors, 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 2,440 shares
    Change vs previous 13F -154 shares

    0.29% of the 13F portfolio, value $1,180,077.

    13F-HR 0001738738-26-000001 filed by Pinion Investment Advisors, 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 2,594 shares
    Change vs previous 13F +235 shares

    0.34% of the 13F portfolio, value $1,258,917.

    13F-HR 0001738738-25-000006 filed by Pinion Investment Advisors, 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 2,359 shares
    Change vs previous 13F +4 shares

    0.38% of the 13F portfolio, value $1,092,640.

    13F-HR 0001738738-25-000004 filed by Pinion Investment 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 2,355 shares
    Change vs previous 13F +331 shares

    0.23% of the 13F portfolio, value $1,051,947.

    13F-HR 0001738738-25-000003 filed by Pinion Investment 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 2,024 shares
    Change vs previous 13F -66 shares

    0.39% of the 13F portfolio, value $983,321.

    13F-HR 0001738738-25-000001 filed by Pinion Investment 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 2,090 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,221,874.

    13F-HR 0001738738-24-000005 filed by Pinion Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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