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Valeo Financial Advisors, LLC: LMT position timeline

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

Valeo Financial Advisors, LLC held 13,838 LMT shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 13,838 shares
    Change vs previous 13F +760 shares

    0.15% of the 13F portfolio, value $7,047,116.

    13F-HR 0001722641-26-000006 filed by Valeo Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 13,078 shares
    Change vs previous 13F -262 shares

    0.14% of the 13F portfolio, value $6,662,352.

    13F-HR 0001722641-26-000004 filed by Valeo Financial 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 ended2026-03-31
    13F 13,340 shares
    Change vs previous 13F -1,604 shares

    0.19% of the 13F portfolio, value $8,062,244.

    13F-HR 0001722641-26-000003 filed by Valeo Financial 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 ended2025-12-31
    13F 14,944 shares
    Change vs previous 13F -288 shares

    0.16% of the 13F portfolio, value $7,228,079.

    13F-HR 0001722641-26-000001 filed by Valeo Financial 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 ended2025-09-30
    13F 15,232 shares
    Change vs previous 13F -137 shares

    0.17% of the 13F portfolio, value $7,604,030.

    13F-HR 0001722641-25-000007 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 15,369 shares
    Change vs previous 13F +1,395 shares

    0.18% of the 13F portfolio, value $7,117,911.

    13F-HR/A 0001722641-25-000005 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 13,974 shares
    Change vs previous 13F -125 shares

    0.17% of the 13F portfolio, value $6,241,697.

    13F-HR 0001722641-25-000002 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 14,099 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $6,851,201.

    13F-HR 0001722641-25-000001 filed by Valeo Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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