Skip to content
Disclosery

Steward Partners Investment Advisory, LLC: LMT position timeline

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

Steward Partners Investment Advisory, LLC held 61,588 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,588 shares
    Change vs previous 13F +4,633 shares

    0.16% of the 13F portfolio, value $31,376,651.

    13F-HR 0001723397-26-000005 filed by Steward Partners Investment Advisory, 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 56,955 shares
    Change vs previous 13F -656 shares

    0.18% of the 13F portfolio, value $34,422,423.

    13F-HR 0001723397-26-000003 filed by Steward Partners Investment Advisory, 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 57,611 shares
    Change vs previous 13F +929 shares

    0.15% of the 13F portfolio, value $27,864,505.

    13F-HR 0001723397-26-000001 filed by Steward Partners Investment Advisory, 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 56,682 shares
    Change vs previous 13F +7,590 shares

    0.16% of the 13F portfolio, value $28,295,829.

    13F-HR 0001723397-25-000009 filed by Steward Partners Investment Advisory, 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 49,092 shares
    Change vs previous 13F +4,672 shares

    0.18% of the 13F portfolio, value $22,736,808.

    13F-HR 0001723397-25-000005 filed by Steward Partners Investment Advisory, 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 44,420 shares
    Change vs previous 13F -4,387 shares

    0.18% of the 13F portfolio, value $19,842,848.

    13F-HR 0001723397-25-000004 filed by Steward Partners Investment Advisory, 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 48,807 shares
    Change vs previous 13F -2,301 shares

    0.21% of the 13F portfolio, value $23,717,245.

    13F-HR 0001723397-25-000001 filed by Steward Partners Investment Advisory, 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 51,108 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $29,875,474.

    13F-HR 0001723397-24-000008 filed by Steward Partners Investment Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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