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SteelPeak Wealth, LLC: LMT position timeline

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

SteelPeak Wealth, LLC held 2,324 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,324 shares
    Change vs previous 13F +273 shares

    0.03% of the 13F portfolio, value $1,184,151.

    13F-HR 0001801868-26-000003 filed by SteelPeak 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 2,051 shares
    Change vs previous 13F +1,152 shares

    0.04% of the 13F portfolio, value $1,239,313.

    13F-HR 0001801868-26-000002 filed by SteelPeak 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 899 shares
    Change vs previous 13F -1,081 shares

    0.01% of the 13F portfolio, value $434,583.

    13F-HR 0001801868-26-000001 filed by SteelPeak 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 1,980 shares
    Change vs previous 13F -1,732 shares

    0.03% of the 13F portfolio, value $988,198.

    13F-HR 0001801868-25-000003 filed by SteelPeak 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 3,712 shares
    Change vs previous 13F -4,489 shares

    0.07% of the 13F portfolio, value $1,719,396.

    13F-HR 0001221073-25-000064 filed by SteelPeak 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 8,201 shares
    Change vs previous 13F -225 shares

    0.16% of the 13F portfolio, value $3,663,465.

    13F-HR 0001221073-25-000042 filed by SteelPeak 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 8,426 shares
    Change vs previous 13F +30 shares

    0.17% of the 13F portfolio, value $4,094,765.

    13F-HR 0001221073-25-000006 filed by SteelPeak 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 8,396 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $4,907,694.

    13F-HR 0001221073-24-000093 filed by SteelPeak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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