Wills Financial Group LLC: LMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wills Financial Group LLC on LMT, newest first. How the timeline and the estimate are built.
Wills Financial Group LLC held 20,488 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 20,488 sharesChange vs previous 13F -137 shares
3.8% of the 13F portfolio, value $10,437,852.
13F-HR 0002059579-26-000005 filed by Wills Financial Group 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 20,625 sharesChange vs previous 13F -599 shares
4.04% of the 13F portfolio, value $10,723,596.
13F-HR 0002059579-26-000002 filed by Wills Financial Group 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 21,224 sharesChange vs previous 13F +44 shares
3.92% of the 13F portfolio, value $10,265,214.
13F-HR 0002059579-26-000001 filed by Wills Financial Group 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 21,180 sharesChange vs previous 13F -232 shares
4.34% of the 13F portfolio, value $10,573,423.
13F-HR 0002059579-25-000007 filed by Wills Financial Group 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 21,412 sharesChange vs previous 13F +209 shares
4.3% of the 13F portfolio, value $9,916,935.
13F-HR 0002059579-25-000004 filed by Wills Financial Group 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 21,203 sharesChange vs previous 13F not available
4.2% of the 13F portfolio, value $9,471,402.
13F-HR 0002059579-25-000003 filed by Wills Financial Group LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).