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Visionary Wealth Advisors: LMT position timeline

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

Visionary Wealth Advisors held 20,332 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,332 shares
    Change vs previous 13F +1,479 shares

    0.41% of the 13F portfolio, value $10,358,436.

    13F-HR 0001802984-26-000005 filed by Visionary Wealth Advisors
    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 18,853 shares
    Change vs previous 13F -1,925 shares

    0.5% of the 13F portfolio, value $11,394,350.

    13F-HR 0001802984-26-000004 filed by Visionary Wealth Advisors
    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 20,778 shares
    Change vs previous 13F +376 shares

    0.45% of the 13F portfolio, value $10,049,863.

    13F-HR 0001802984-26-000001 filed by Visionary Wealth Advisors
    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 20,402 shares
    Change vs previous 13F +976 shares

    0.48% of the 13F portfolio, value $10,184,913.

    13F-HR 0001802984-25-000008 filed by Visionary Wealth Advisors
    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 19,426 shares
    Change vs previous 13F +2,677 shares

    0.46% of the 13F portfolio, value $8,996,957.

    13F-HR 0001802984-25-000006 filed by Visionary Wealth Advisors
    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 16,749 shares
    Change vs previous 13F +1,784 shares

    0.45% of the 13F portfolio, value $7,482,095.

    13F-HR 0001802984-25-000005 filed by Visionary Wealth Advisors
    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 14,965 shares
    Change vs previous 13F +143 shares

    0.43% of the 13F portfolio, value $7,272,016.

    13F-HR 0001802984-25-000002 filed by Visionary Wealth Advisors
    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 14,822 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $8,664,572.

    13F-HR 0001802984-24-000006 filed by Visionary Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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