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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

  1. period ended2026-06-30
    13F 20,488 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 20,625 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 21,224 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 21,180 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 21,412 shares
    Change 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), ingested

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

  6. period ended2025-03-31
    13F 21,203 shares
    Change 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), ingested

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