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Summit Financial Wealth Advisors, LLC: LMT position timeline

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

Summit Financial Wealth Advisors, LLC held 15,347 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,347 shares
    Change vs previous 13F +1,612 shares

    1% of the 13F portfolio, value $7,818,683.

    13F-HR 0001172661-26-002625 filed by Summit Financial Wealth Advisors, 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 13,735 shares
    Change vs previous 13F +396 shares

    1.18% of the 13F portfolio, value $8,301,297.

    13F-HR 0001172661-26-002435 filed by Summit Financial Wealth Advisors, 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 13,339 shares
    Change vs previous 13F +169 shares

    0.92% of the 13F portfolio, value $6,451,674.

    13F-HR 0001172661-26-000332 filed by Summit Financial Wealth Advisors, 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 13,170 shares
    Change vs previous 13F +777 shares

    1.02% of the 13F portfolio, value $6,571,830.

    13F-HR 0001172661-25-004158 filed by Summit Financial Wealth Advisors, 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 12,393 shares
    Change vs previous 13F not available

    1.03% of the 13F portfolio, value $5,739,694.

    13F-HR 0001172661-25-004143 filed by Summit Financial Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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