Sweet Financial Partners, LLC: LMT position timeline

Sweet Financial Partners, LLC held 4,668 LMT shares at 2024-09-30 per its 13F-HR filed 2024-10-16.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 4,668 shares

   Change vs previous 13F +229 shares

   0.59% of the 13F portfolio, value $2,728,911.

   13F-HR 0001908936-24-000005 filed by Sweet Financial Partners, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

2. period ended2024-06-30

   13F 4,439 shares

   Change vs previous 13F +330 shares

   0.47% of the 13F portfolio, value $2,073,366.

   13F-HR 0001908936-24-000003 filed by Sweet Financial Partners, LLC
   Filed 2024-07-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

3. period ended2024-03-31

   13F 4,109 shares

   Change vs previous 13F +4,109 shares

   0.43% of the 13F portfolio, value $1,869,177.

   13F-HR 0001908936-24-000002 filed by Sweet Financial Partners, LLC
   Filed 2024-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

4. period ended2023-03-31

   13F 0 shares

   Change vs previous 13F -1,807 shares

   13F-HR 0001908936-23-000002 filed by Sweet Financial Partners, LLC
   Filed 2023-04-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

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

   Exited: the 13F for this period no longer lists the position.

5. period ended2022-12-31

   13F 1,807 shares

   Change vs previous 13F not available

   0.26% of the 13F portfolio, value $878,880.

   13F-HR 0001908936-23-000001 filed by Sweet Financial Partners, LLC
   Filed 2023-01-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:33:21 UTC

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