Sharp Wealth Advisory, LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sharp Wealth Advisory, LLC on LMT, newest first. How the timeline and the estimate are built.
Sharp Wealth Advisory, LLC held 1,166 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 1,166 sharesChange vs previous 13F +680 shares
0.28% of the 13F portfolio, value $594,220.
13F-HR 0001951757-26-001056 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 486 sharesChange vs previous 13F -85 shares
0.15% of the 13F portfolio, value $293,696.
13F-HR 0001951757-26-000736 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 571 sharesChange vs previous 13F +52 shares
0.14% of the 13F portfolio, value $276,126.
13F-HR 0001951757-26-000204 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 519 sharesChange vs previous 13F -698 shares
0.14% of the 13F portfolio, value $259,032.
13F-HR 0001951757-25-001215 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,217 sharesChange vs previous 13F +390 shares
0.36% of the 13F portfolio, value $563,543.
13F-HR 0001951757-25-000964 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 827 sharesChange vs previous 13F +37 shares
0.28% of the 13F portfolio, value $369,513.
13F-HR 0001951757-25-000472 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 790 sharesChange vs previous 13F +267 shares
0.29% of the 13F portfolio, value $384,014.
13F-HR 0001951757-25-000075 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 523 sharesChange vs previous 13F not available
0.24% of the 13F portfolio, value $305,664.
13F-HR 0001951757-24-001164 filed by Sharp Wealth Advisory, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).