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Disclosery

TrinityPoint Wealth, LLC: LMT position timeline

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

TrinityPoint Wealth, LLC held 13,725 LMT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 13,725 shares
    Change vs previous 13F +35 shares

    0.94% of the 13F portfolio, value $6,669,333.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 13,690 shares
    Change vs previous 13F +8,791 shares

    1.15% of the 13F portfolio, value $8,002,814.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 4,899 shares
    Change vs previous 13F +483 shares

    0.36% of the 13F portfolio, value $2,288,270.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 4,416 shares
    Change vs previous 13F +468 shares

    0.33% of the 13F portfolio, value $2,008,856.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 3,948 shares
    Change vs previous 13F +344 shares

    0.32% of the 13F portfolio, value $1,789,349.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 3,604 shares
    Change vs previous 13F +240 shares

    0.29% of the 13F portfolio, value $1,473,779.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 3,364 shares
    Change vs previous 13F +405 shares

    0.3% of the 13F portfolio, value $1,548,595.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 2,959 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,398,810.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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