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Disclosery

Rockbridge Asset Management LLC: LMT position timeline

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

Rockbridge Asset Management LLC held 15,739 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,739 shares
    Change vs previous 13F -194 shares

    5.26% of the 13F portfolio, value $8,018,391.

    13F-HR 0002056320-26-000008 filed by Rockbridge Asset Management 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 15,933 shares
    Change vs previous 13F -1,320 shares

    6.5% of the 13F portfolio, value $9,629,746.

    13F-HR 0002056320-26-000006 filed by Rockbridge Asset Management 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 17,253 shares
    Change vs previous 13F 0 shares

    5.06% of the 13F portfolio, value $8,344,759.

    13F-HR 0002056320-26-000003 filed by Rockbridge Asset Management 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 17,253 shares
    Change vs previous 13F -960 shares

    5.08% of the 13F portfolio, value $8,612,870.

    13F-HR 0002056320-25-000009 filed by Rockbridge Asset Management 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 18,213 shares
    Change vs previous 13F -70 shares

    4.8% of the 13F portfolio, value $8,435,169.

    13F-HR 0002056320-25-000005 filed by Rockbridge Asset Management 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 18,283 shares
    Change vs previous 13F +81 shares

    5% of the 13F portfolio, value $8,167,199.

    13F-HR 0002056320-25-000003 filed by Rockbridge Asset Management 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 18,202 shares
    Change vs previous 13F not available

    5.03% of the 13F portfolio, value $8,845,080.

    13F-HR 0002056320-25-000001 filed by Rockbridge Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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