Skip to content
Disclosery

PYA Waltman Capital, LLC: LMT position timeline

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

PYA Waltman Capital, LLC held 7,654 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,654 shares
    Change vs previous 13F +2,353 shares

    0.93% of the 13F portfolio, value $3,899,260.

    13F-HR 0001800135-26-000003 filed by PYA Waltman Capital, 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 5,301 shares
    Change vs previous 13F +1,524 shares

    0.89% of the 13F portfolio, value $3,203,908.

    13F-HR 0001800135-26-000002 filed by PYA Waltman Capital, 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 3,777 shares
    Change vs previous 13F -1,323 shares

    0.49% of the 13F portfolio, value $1,826,817.

    13F-HR 0001800135-26-000001 filed by PYA Waltman Capital, 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 5,100 shares
    Change vs previous 13F +41 shares

    0.68% of the 13F portfolio, value $2,545,954.

    13F-HR 0001800135-25-000011 filed by PYA Waltman Capital, 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 5,059 shares
    Change vs previous 13F +530 shares

    0.67% of the 13F portfolio, value $2,342,823.

    13F-HR 0001800135-25-000008 filed by PYA Waltman Capital, 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 4,529 shares
    Change vs previous 13F +245 shares

    0.64% of the 13F portfolio, value $2,023,035.

    13F-HR 0001800135-25-000007 filed by PYA Waltman Capital, 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 4,284 shares
    Change vs previous 13F +96 shares

    0.67% of the 13F portfolio, value $2,081,983.

    13F-HR 0001800135-25-000001 filed by PYA Waltman Capital, 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 4,188 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $2,447,917.

    13F-HR 0001800135-24-000006 filed by PYA Waltman Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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