Valtinson Bruner Financial Planning LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Valtinson Bruner Financial Planning LLC on LMT, newest first. How the timeline and the estimate are built.
Valtinson Bruner Financial Planning LLC held 500 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.
the latest 13F is the newest step
- period ended2026-06-3013F 500 sharesChange vs previous 13F +13 shares
0.06% of the 13F portfolio, value $254,809.
13F-HR 0001761450-26-000004 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 487 sharesChange vs previous 13F -106 shares
0.08% of the 13F portfolio, value $294,318.
13F-HR 0001761450-26-000002 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 593 sharesChange vs previous 13F 0 shares
0.08% of the 13F portfolio, value $286,844.
13F-HR 0001761450-26-000001 filed by Valtinson Bruner Financial Planning 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 593 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $295,963.
13F-HR 0001761450-25-000005 filed by Valtinson Bruner Financial Planning 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 593 sharesChange vs previous 13F +33 shares
0.09% of the 13F portfolio, value $274,492.
13F-HR 0001761450-25-000003 filed by Valtinson Bruner Financial Planning 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 560 sharesChange vs previous 13F +2 shares
0.08% of the 13F portfolio, value $250,372.
13F-HR 0001761450-25-000002 filed by Valtinson Bruner Financial Planning 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 558 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $271,289.
13F-HR 0001761450-25-000001 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 558 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $326,241.
13F-HR 0001761450-24-000004 filed by Valtinson Bruner Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).