U S WEALTH GROUP, LLC.: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of U S WEALTH GROUP, LLC. on LMT, newest first. How the timeline and the estimate are built.
U S WEALTH GROUP, LLC. held 7,555 LMT shares at 2026-06-30 per its 13F-HR filed 2026-09-10.
the latest 13F is the newest step
- period ended2026-06-3013F 7,555 sharesChange vs previous 13F +973 shares
2.3% of the 13F portfolio, value $3,849,109.
13F-HR 0001554427-26-000007 filed by U S WEALTH GROUP, LLC.
Accepted , ingested - period ended2026-03-3113F 6,582 sharesChange vs previous 13F -70 shares
2.69% of the 13F portfolio, value $3,978,202.
13F-HR 0001554427-26-000006 filed by U S WEALTH GROUP, LLC.
Accepted , ingested - period ended2025-12-3113F 6,652 sharesChange vs previous 13F -80 shares
2.12% of the 13F portfolio, value $3,217,421.
13F-HR 0001554427-26-000001 filed by U S WEALTH GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,732 sharesChange vs previous 13F +2,186 shares
2.2% of the 13F portfolio, value $3,360,682.
13F-HR 0001554427-25-000006 filed by U S WEALTH GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,546 sharesChange vs previous 13F +345 shares
1.64% of the 13F portfolio, value $2,105,434.
13F-HR 0001554427-25-000003 filed by U S WEALTH GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,201 sharesChange vs previous 13F -229 shares
1.49% of the 13F portfolio, value $1,876,628.
13F-HR 0001554427-25-000002 filed by U S WEALTH GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,430 sharesChange vs previous 13F not available
1.63% of the 13F portfolio, value $2,152,714.
13F-HR 0001554427-25-000001 filed by U S WEALTH GROUP, LLC.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).