Skip to content
Disclosery

Principle Wealth Partners LLC: LMT position timeline

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

Principle Wealth Partners LLC held 7,412 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,412 shares
    Change vs previous 13F -140 shares

    0.19% of the 13F portfolio, value $3,775,985.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 7,552 shares
    Change vs previous 13F +11 shares

    0.26% of the 13F portfolio, value $4,564,357.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 7,541 shares
    Change vs previous 13F +265 shares

    0.21% of the 13F portfolio, value $3,647,557.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 7,276 shares
    Change vs previous 13F -12 shares

    0.21% of the 13F portfolio, value $3,632,085.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 7,288 shares
    Change vs previous 13F +79 shares

    0.21% of the 13F portfolio, value $3,375,457.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 7,209 shares
    Change vs previous 13F -109 shares

    0.23% of the 13F portfolio, value $3,220,350.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 7,318 shares
    Change vs previous 13F +138 shares

    0.25% of the 13F portfolio, value $3,556,284.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 7,180 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $4,196,995.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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