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Polaris Wealth Advisory Group, LLC: LMT position timeline

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

Polaris Wealth Advisory Group, LLC held 45,104 LMT shares at 2023-09-30 per its 13F-HR filed 2023-10-11.

the latest 13F is the newest step

  1. period ended2023-09-30
    13F 45,104 shares
    Change vs previous 13F -1,740 shares

    1.4% of the 13F portfolio, value $18,445,924.

    13F-HR 0001544576-23-000006 filed by Polaris Wealth Advisory 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 ended2023-06-30
    13F 46,844 shares
    Change vs previous 13F -1,499 shares

    1.64% of the 13F portfolio, value $21,566,165.

    13F-HR 0001582968-23-000007 filed by Polaris Wealth Advisory 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 ended2023-03-31
    13F 48,343 shares
    Change vs previous 13F -8,954 shares

    1.69% of the 13F portfolio, value $22,853,264.

    13F-HR 0001582968-23-000005 filed by Polaris Wealth Advisory 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 ended2022-12-31
    13F 57,297 shares
    Change vs previous 13F -5,896 shares

    1.98% of the 13F portfolio, value $26,528,507.

    13F-HR 0001582968-23-000001 filed by Polaris Wealth Advisory 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 ended2022-09-30
    13F 63,193 shares
    Change vs previous 13F -1,559 shares

    2.16% of the 13F portfolio, value $25,908,000.

    13F-HR 0001582968-22-000002 filed by Polaris Wealth Advisory 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 ended2022-06-30
    13F 64,752 shares
    Change vs previous 13F +63,945 shares

    2.23% of the 13F portfolio, value $27,841,000.

    13F-HR 0001582968-22-000001 filed by Polaris Wealth Advisory 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 ended2022-03-31
    13F 807 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $376,000.

    13F-HR 0001104659-22-047179 filed by Polaris Wealth Advisory 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 ended2021-12-31
    13F 807 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $287,000.

    13F-HR 0001104659-22-007802 filed by Polaris Wealth Advisory Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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