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Disclosery

Summit Financial, LLC: LMT position timeline

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

Summit Financial, LLC held 5,797 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,797 shares
    Change vs previous 13F +227 shares

    0.03% of the 13F portfolio, value $2,953,311.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 5,570 shares
    Change vs previous 13F +369 shares

    0.04% of the 13F portfolio, value $3,366,179.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 5,201 shares
    Change vs previous 13F -384 shares

    0.04% of the 13F portfolio, value $2,515,581.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 5,585 shares
    Change vs previous 13F +684 shares

    0.04% of the 13F portfolio, value $2,788,317.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 4,901 shares
    Change vs previous 13F +128 shares

    0.05% of the 13F portfolio, value $2,269,674.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 4,773 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $2,131,949.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 4,863 shares
    Change vs previous 13F +344 shares

    0.08% of the 13F portfolio, value $2,363,146.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 4,519 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $2,641,607.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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