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Disclosery

Wills Financial Group, Inc.: LMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wills Financial Group, Inc. on LMT, newest first. How the timeline and the estimate are built.

Wills Financial Group, Inc. held 21,172 LMT shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 21,172 shares
    Change vs previous 13F -1,838 shares

    4.44% of the 13F portfolio, value $10,288,214.

    13F-HR 0001525109-25-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 23,010 shares
    Change vs previous 13F -3 shares

    5.64% of the 13F portfolio, value $13,450,513.

    13F-HR 0001525109-24-000006 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 23,013 shares
    Change vs previous 13F +178 shares

    4.95% of the 13F portfolio, value $10,749,451.

    13F-HR 0001525109-24-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 22,835 shares
    Change vs previous 13F +949 shares

    4.89% of the 13F portfolio, value $10,386,798.

    13F-HR 0001525109-24-000002 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 21,886 shares
    Change vs previous 13F +336 shares

    5.01% of the 13F portfolio, value $9,919,731.

    13F-HR 0001525109-24-000001 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 21,550 shares
    Change vs previous 13F +707 shares

    4.77% of the 13F portfolio, value $8,813,197.

    13F-HR 0001525109-23-000005 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 20,843 shares
    Change vs previous 13F +374 shares

    4.87% of the 13F portfolio, value $9,595,789.

    13F-HR 0001525109-23-000004 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 20,469 shares
    Change vs previous 13F not available

    5.21% of the 13F portfolio, value $9,676,208.

    13F-HR 0001525109-23-000003 filed by Wills Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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