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Disclosery

SMART Wealth LLC: LMT position timeline

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

SMART Wealth LLC held 495 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 495 shares
    Change vs previous 13F -2 shares

    0.05% of the 13F portfolio, value $252,428.

    13F-HR 0001214659-26-009678 filed by SMART 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 497 shares
    Change vs previous 13F -9 shares

    0.09% of the 13F portfolio, value $300,581.

    13F-HR 0001214659-26-004993 filed by SMART 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 506 shares
    Change vs previous 13F +5 shares

    0.07% of the 13F portfolio, value $244,837.

    13F-HR 0001214659-26-000820 filed by SMART 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 501 shares
    Change vs previous 13F -12 shares

    0.09% of the 13F portfolio, value $250,130.

    13F-HR 0001214659-25-016070 filed by SMART 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 513 shares
    Change vs previous 13F +3 shares

    0.07% of the 13F portfolio, value $237,580.

    13F-HR 0001214659-25-011937 filed by SMART 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 510 shares
    Change vs previous 13F -5 shares

    0.08% of the 13F portfolio, value $227,726.

    13F-HR 0001214659-25-006525 filed by SMART 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 515 shares
    Change vs previous 13F -192 shares

    0.09% of the 13F portfolio, value $250,065.

    13F-HR 0001214659-25-001425 filed by SMART 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 707 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $413,009.

    13F-HR 0001214659-24-020525 filed by SMART Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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