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Disclosery

XML Financial, LLC: LMT position timeline

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

XML Financial, LLC held 6,931 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,931 shares
    Change vs previous 13F -29 shares

    0.26% of the 13F portfolio, value $3,531,243.

    13F-HR 0001725547-26-000254 filed by XML Financial, 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 6,960 shares
    Change vs previous 13F -133 shares

    0.34% of the 13F portfolio, value $4,206,477.

    13F-HR 0001725547-26-000139 filed by XML Financial, 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 7,093 shares
    Change vs previous 13F -1,168 shares

    0.28% of the 13F portfolio, value $3,430,888.

    13F-HR 0001725547-26-000074 filed by XML Financial, 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 8,261 shares
    Change vs previous 13F -532 shares

    0.34% of the 13F portfolio, value $4,124,208.

    13F-HR 0001725547-25-004125 filed by XML Financial, 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 8,793 shares
    Change vs previous 13F +47 shares

    0.35% of the 13F portfolio, value $4,072,309.

    13F-HR 0001725547-25-003469 filed by XML Financial, 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 8,746 shares
    Change vs previous 13F -47 shares

    0.36% of the 13F portfolio, value $3,907,127.

    13F-HR 0001725547-25-001441 filed by XML Financial, 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 8,793 shares
    Change vs previous 13F -91 shares

    0.39% of the 13F portfolio, value $4,272,850.

    13F-HR 0001725547-25-000138 filed by XML Financial, 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 8,884 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $5,193,190.

    13F-HR 0001725547-24-006074 filed by XML Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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