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Disclosery

Zhang Financial LLC: LMT position timeline

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

Zhang Financial LLC held 6,175 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,175 shares
    Change vs previous 13F +1,579 shares

    0.09% of the 13F portfolio, value $3,146,310.

    13F-HR 0001776290-26-000005 filed by Zhang 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 4,596 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $2,777,599.

    13F-HR 0001776290-26-000004 filed by Zhang 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 4,540 shares
    Change vs previous 13F +386 shares

    0.08% of the 13F portfolio, value $2,196,109.

    13F-HR 0001776290-26-000002 filed by Zhang 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 4,154 shares
    Change vs previous 13F +1,145 shares

    0.08% of the 13F portfolio, value $2,073,665.

    13F-HR 0001776290-25-000006 filed by Zhang 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 3,009 shares
    Change vs previous 13F -10 shares

    0.06% of the 13F portfolio, value $1,393,862.

    13F-HR 0001776290-25-000005 filed by Zhang 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 3,019 shares
    Change vs previous 13F +960 shares

    0.07% of the 13F portfolio, value $1,348,615.

    13F-HR 0001776290-25-000002 filed by Zhang 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 2,059 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,000,583.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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