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Disclosery

West Oak Capital, LLC: LMT position timeline

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

West Oak Capital, LLC held 5,365 LMT shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 5,365 shares
    Change vs previous 13F -210 shares

    1.06% of the 13F portfolio, value $26,783.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 5,575 shares
    Change vs previous 13F +640 shares

    1.01% of the 13F portfolio, value $25,820.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 4,935 shares
    Change vs previous 13F +40 shares

    0.85% of the 13F portfolio, value $22,045.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 4,895 shares
    Change vs previous 13F -70 shares

    0.84% of the 13F portfolio, value $23,787.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 4,965 shares
    Change vs previous 13F -73 shares

    0.54% of the 13F portfolio, value $29,023.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 5,038 shares
    Change vs previous 13F +334 shares

    0.95% of the 13F portfolio, value $2,353,250.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 4,704 shares
    Change vs previous 13F -410 shares

    0.91% of the 13F portfolio, value $2,140,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 5,114 shares
    Change vs previous 13F not available

    1.11% of the 13F portfolio, value $2,369,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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