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Summit Financial Strategies, Inc.: LMT position timeline

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

Summit Financial Strategies, Inc. held 661 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 661 shares
    Change vs previous 13F -4 shares

    0.02% of the 13F portfolio, value $336,696.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 665 shares
    Change vs previous 13F -21 shares

    0.02% of the 13F portfolio, value $338,872.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 686 shares
    Change vs previous 13F -49 shares

    0.03% of the 13F portfolio, value $414,708.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 735 shares
    Change vs previous 13F +44 shares

    0.03% of the 13F portfolio, value $355,575.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 691 shares
    Change vs previous 13F -43 shares

    0.03% of the 13F portfolio, value $344,954.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 734 shares
    Change vs previous 13F +149 shares

    0.03% of the 13F portfolio, value $339,945.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 585 shares
    Change vs previous 13F +47 shares

    0.03% of the 13F portfolio, value $261,325.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 538 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $261,436.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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