Wealth Quarterback LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Quarterback LLC on LMT, newest first. How the timeline and the estimate are built.
Wealth Quarterback LLC held 3,309 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.
the latest 13F is the newest step
- period ended2026-06-3013F 3,309 sharesChange vs previous 13F +213 shares
0.52% of the 13F portfolio, value $1,685,677.
13F-HR 0001803386-26-000004 filed by Wealth Quarterback 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 3,096 sharesChange vs previous 13F -289 shares
0.74% of the 13F portfolio, value $1,871,264.
13F-HR 0001803386-26-000003 filed by Wealth Quarterback 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 3,385 sharesChange vs previous 13F +242 shares
0.59% of the 13F portfolio, value $1,637,313.
13F-HR 0001803386-26-000001 filed by Wealth Quarterback 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 3,143 sharesChange vs previous 13F +12 shares
0.61% of the 13F portfolio, value $1,569,202.
13F-HR 0001803386-25-000008 filed by Wealth Quarterback 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 3,131 sharesChange vs previous 13F -528 shares
0.69% of the 13F portfolio, value $1,450,234.
13F-HR 0001803386-25-000004 filed by Wealth Quarterback 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 3,659 sharesChange vs previous 13F +1,141 shares
0.92% of the 13F portfolio, value $1,634,491.
13F-HR 0001803386-25-000003 filed by Wealth Quarterback 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 2,518 sharesChange vs previous 13F +46 shares
0.57% of the 13F portfolio, value $1,223,480.
13F-HR 0001803386-25-000002 filed by Wealth Quarterback 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 2,472 sharesChange vs previous 13F not available
0.75% of the 13F portfolio, value $1,445,201.
13F-HR 0001803386-24-000005 filed by Wealth Quarterback LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).