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Disclosery

WealthPLAN Partners, LLC: LMT position timeline

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

WealthPLAN Partners, LLC held 1,535 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,535 shares
    Change vs previous 13F -1,775 shares

    0.15% of the 13F portfolio, value $781,977.

    13F-HR 0001639943-26-000004 filed by WealthPLAN Partners, 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 3,310 shares
    Change vs previous 13F -1,439 shares

    0.39% of the 13F portfolio, value $2,000,361.

    13F-HR 0001639943-26-000003 filed by WealthPLAN Partners, 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 4,749 shares
    Change vs previous 13F -302 shares

    0.34% of the 13F portfolio, value $2,296,910.

    13F-HR 0001639943-26-000001 filed by WealthPLAN Partners, 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 5,051 shares
    Change vs previous 13F -107 shares

    0.38% of the 13F portfolio, value $2,521,288.

    13F-HR 0001639943-25-000002 filed by WealthPLAN Partners, 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 5,158 shares
    Change vs previous 13F -1,693 shares

    0.38% of the 13F portfolio, value $2,388,696.

    13F-HR 0001929986-25-000005 filed by WealthPLAN Partners, 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 6,851 shares
    Change vs previous 13F -148 shares

    0.43% of the 13F portfolio, value $3,060,471.

    13F-HR 0002009530-25-000004 filed by WealthPLAN Partners, 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 6,999 shares
    Change vs previous 13F -1,139 shares

    0.48% of the 13F portfolio, value $3,401,123.

    13F-HR 0001929986-25-000002 filed by WealthPLAN Partners, 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 8,138 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $4,757,238.

    13F-HR 0001929986-24-000005 filed by WealthPLAN Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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