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Ascentis Wealth Management, LLC: LMT position timeline

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

Ascentis Wealth Management, LLC held 930 LMT shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 930 shares
    Change vs previous 13F -4,723 shares

    0.07% of the 13F portfolio, value $474,005.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4 shares
    • Ascentis Wealth Management, LLC: 926 shares

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

  2. period ended2026-03-31
    13F 5,653 shares
    Change vs previous 13F +2,251 shares

    0.19% of the 13F portfolio, value $3,417,203.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 4,727 shares
    • Ascentis Wealth Management, LLC: 926 shares

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

  3. period ended2025-12-31
    13F 3,402 shares
    Change vs previous 13F +64 shares

    0.16% of the 13F portfolio, value $1,645,872.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,476 shares
    • Ascentis Wealth Management, LLC: 926 shares

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

  4. period ended2025-09-30
    13F 3,338 shares
    Change vs previous 13F +480 shares

    0.16% of the 13F portfolio, value $1,666,541.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,415 shares
    • Ascentis Wealth Management, LLC: 923 shares

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

  5. period ended2025-06-30
    13F 2,858 shares
    Change vs previous 13F -220 shares

    0.14% of the 13F portfolio, value $1,323,700.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,804 shares
    • Ascentis Wealth Management, LLC: 54 shares

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

  6. period ended2025-03-31
    13F 3,078 shares
    Change vs previous 13F -312 shares

    0.17% of the 13F portfolio, value $1,375,652.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,909 shares
    • Ascentis Wealth Management, LLC: 169 shares

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

  7. period ended2024-12-31
    13F 3,390 shares
    Change vs previous 13F -669 shares

    0.19% of the 13F portfolio, value $1,647,552.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,314 shares
    • Ascentis Wealth Management, LLC: 76 shares

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

  8. period ended2024-09-30
    13F/A 4,059 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $2,372,709.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,967 shares
    • Ascentis Wealth Management, LLC: 92 shares

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