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Waverly Advisors, LLC: LMT position timeline

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

Waverly Advisors, LLC held 30,129 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,129 shares
    Change vs previous 13F +2,091 shares

    0.09% of the 13F portfolio, value $15,349,569.

    13F-HR 0001398344-26-014582 filed by Waverly Advisors, LLC
    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 28,038 shares
    Change vs previous 13F +6,067 shares

    0.13% of the 13F portfolio, value $16,945,726.

    13F-HR 0001398344-26-009223 filed by Waverly 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 ended2025-12-31
    13F 21,971 shares
    Change vs previous 13F +1,454 shares

    0.09% of the 13F portfolio, value $10,626,892.

    13F-HR 0001398344-26-003224 filed by Waverly 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 ended2025-09-30
    13F 20,517 shares
    Change vs previous 13F +2,140 shares

    0.1% of the 13F portfolio, value $10,242,220.

    13F-HR 0001398344-25-020944 filed by Waverly 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 ended2025-06-30
    13F 18,377 shares
    Change vs previous 13F +1,236 shares

    0.09% of the 13F portfolio, value $8,511,206.

    13F-HR 0001398344-25-015429 filed by Waverly 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 ended2025-03-31
    13F 17,141 shares
    Change vs previous 13F +2,569 shares

    0.09% of the 13F portfolio, value $7,657,266.

    13F-HR 0001398344-25-009517 filed by Waverly 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 ended2024-12-31
    13F 14,572 shares
    Change vs previous 13F +11,683 shares

    0.11% of the 13F portfolio, value $7,081,298.

    13F-HR 0001398344-25-002762 filed by Waverly 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 ended2024-09-30
    13F 2,889 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $1,688,610.

    13F-HR 0001398344-24-020725 filed by Waverly Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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