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RFG Advisory, LLC: LMT position timeline

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

RFG Advisory, LLC held 3,802 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,802 shares
    Change vs previous 13F -115 shares

    0.03% of the 13F portfolio, value $1,937,167.

    13F-HR 0001633387-26-000008 filed by RFG Advisory, 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 3,917 shares
    Change vs previous 13F -324 shares

    0.04% of the 13F portfolio, value $2,367,322.

    13F-HR 0001633387-26-000005 filed by RFG Advisory, 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 4,241 shares
    Change vs previous 13F -283 shares

    0.04% of the 13F portfolio, value $2,051,168.

    13F-HR 0001633387-26-000002 filed by RFG Advisory, 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 4,524 shares
    Change vs previous 13F +467 shares

    0.05% of the 13F portfolio, value $2,258,476.

    13F-HR 0001633387-25-000006 filed by RFG Advisory, 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 4,057 shares
    Change vs previous 13F -1,019 shares

    0.04% of the 13F portfolio, value $1,878,992.

    13F-HR 0001085146-25-004183 filed by RFG Advisory, 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 5,076 shares
    Change vs previous 13F +462 shares

    0.06% of the 13F portfolio, value $2,267,424.

    13F-HR 0001085146-25-001983 filed by RFG Advisory, 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 4,614 shares
    Change vs previous 13F -312 shares

    0.06% of the 13F portfolio, value $2,242,222.

    13F-HR 0001085146-25-000342 filed by RFG Advisory, 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 4,926 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $2,879,337.

    13F-HR 0001085146-24-004971 filed by RFG Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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