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ProVise Management Group, LLC: LMT position timeline

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

ProVise Management Group, LLC held 1,239 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,239 shares
    Change vs previous 13F -9 shares

    0.04% of the 13F portfolio, value $631,221.

    13F-HR 0001305707-26-000004 filed by ProVise Management 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 1,248 shares
    Change vs previous 13F -76 shares

    0.05% of the 13F portfolio, value $754,279.

    13F-HR 0001305707-26-000002 filed by ProVise Management 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 1,324 shares
    Change vs previous 13F +2 shares

    0.05% of the 13F portfolio, value $640,379.

    13F-HR 0001305707-26-000001 filed by ProVise Management 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 1,322 shares
    Change vs previous 13F -503 shares

    0.05% of the 13F portfolio, value $659,956.

    13F-HR 0001305707-25-000003 filed by ProVise Management 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 1,825 shares
    Change vs previous 13F -1,082 shares

    0.07% of the 13F portfolio, value $845,231.

    13F-HR 0001085146-25-004747 filed by ProVise Management 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 2,907 shares
    Change vs previous 13F -9,839 shares

    0.11% of the 13F portfolio, value $1,298,586.

    13F-HR 0001085146-25-002835 filed by ProVise Management 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 12,746 shares
    Change vs previous 13F -3,011 shares

    0.53% of the 13F portfolio, value $6,193,714.

    13F-HR 0001085146-25-000966 filed by ProVise Management 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 15,757 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $9,210,773.

    13F-HR 0001085146-24-005520 filed by ProVise Management Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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