Skip to content
Disclosery

Simplicity Wealth,LLC: LMT position timeline

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

Simplicity Wealth,LLC held 6,666 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,666 shares
    Change vs previous 13F +2,859 shares

    0.11% of the 13F portfolio, value $3,396,171.

    13F-HR 0001062993-26-004075 filed by Simplicity Wealth,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 3,807 shares
    Change vs previous 13F -93 shares

    0.13% of the 13F portfolio, value $2,300,973.

    13F-HR 0001062993-26-002226 filed by Simplicity Wealth,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 3,900 shares
    Change vs previous 13F -278 shares

    0.11% of the 13F portfolio, value $1,886,256.

    13F-HR 0001062993-26-000496 filed by Simplicity Wealth,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 4,178 shares
    Change vs previous 13F -4,787 shares

    0.12% of the 13F portfolio, value $2,085,452.

    13F-HR 0001062993-25-016389 filed by Simplicity Wealth,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 8,965 shares
    Change vs previous 13F +3,857 shares

    0.17% of the 13F portfolio, value $4,151,563.

    13F-HR 0001062993-25-013037 filed by Simplicity Wealth,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 5,108 shares
    Change vs previous 13F +3,605 shares

    0.18% of the 13F portfolio, value $2,281,802.

    13F-HR 0001062993-25-007473 filed by Simplicity Wealth,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 1,503 shares
    Change vs previous 13F -2,779 shares

    0.15% of the 13F portfolio, value $730,283.

    13F-HR 0001062993-25-001833 filed by Simplicity Wealth,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 4,282 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $2,503,132.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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