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Disclosery

United Asset Strategies, Inc.: LMT position timeline

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

United Asset Strategies, Inc. held 30,396 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,396 shares
    Change vs previous 13F +466 shares

    1.09% of the 13F portfolio, value $15,485,300.

    13F-HR 0002085853-26-000695 filed by United Asset Strategies, Inc.
    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 29,930 shares
    Change vs previous 13F -4,806 shares

    1.44% of the 13F portfolio, value $18,089,661.

    13F-HR 0002085853-26-000524 filed by United Asset 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 ended2025-12-31
    13F 34,736 shares
    Change vs previous 13F -1,315 shares

    1.3% of the 13F portfolio, value $16,801,134.

    13F-HR 0001193125-26-026726 filed by United Asset 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 ended2025-09-30
    13F 36,051 shares
    Change vs previous 13F +1,094 shares

    1.44% of the 13F portfolio, value $17,996,867.

    13F-HR 0001193125-25-248293 filed by United Asset 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 ended2025-06-30
    13F 34,957 shares
    Change vs previous 13F +12,405 shares

    1.38% of the 13F portfolio, value $16,189,809.

    13F-HR 0000950123-25-007303 filed by United Asset 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 ended2025-03-31
    13F 22,552 shares
    Change vs previous 13F -9,032 shares

    0.94% of the 13F portfolio, value $10,074,388.

    13F-HR 0000950123-25-005096 filed by United Asset 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 ended2024-12-31
    13F 31,584 shares
    Change vs previous 13F +751 shares

    1.41% of the 13F portfolio, value $15,347,935.

    13F-HR 0000950123-25-000460 filed by United Asset 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 ended2024-09-30
    13F 30,833 shares
    Change vs previous 13F not available

    1.68% of the 13F portfolio, value $18,023,482.

    13F-HR 0000950123-24-009949 filed by United Asset Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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