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Disclosery

Concord Wealth Partners: LMT position timeline

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

Concord Wealth Partners held 19,128 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,128 shares
    Change vs previous 13F -210 shares

    0.64% of the 13F portfolio, value $9,744,911.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,999 shares
    • Concord Asset Management, LLC/VA: 9,129 shares

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

  2. period ended2026-03-31
    13F 19,338 shares
    Change vs previous 13F +1,836 shares

    0.86% of the 13F portfolio, value $11,688,258.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,946 shares
    • Concord Asset Management, LLC/VA: 9,392 shares

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

  3. period ended2025-12-31
    13F 17,502 shares
    Change vs previous 13F +597 shares

    0.63% of the 13F portfolio, value $8,465,276.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 9,215 shares
    • Concord Asset Management, LLC/VA: 8,287 shares

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

  4. period ended2025-09-30
    13F 16,905 shares
    Change vs previous 13F +155 shares

    0.66% of the 13F portfolio, value $8,438,869.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,783 shares
    • Concord Asset Management, LLC/VA: 8,122 shares

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

  5. period ended2025-06-30
    13F 16,750 shares
    Change vs previous 13F +246 shares

    0.57% of the 13F portfolio, value $7,757,924.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,375 shares
    • Concord Asset Management, LLC/VA: 8,375 shares

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

  6. period ended2025-03-31
    13F 16,504 shares
    Change vs previous 13F +4,765 shares

    0.71% of the 13F portfolio, value $7,509,192.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 8,373 shares
    • Concord Asset Management, LLC/VA: 8,131 shares

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

  7. period ended2024-12-31
    13F 11,739 shares
    Change vs previous 13F +8,474 shares

    0.54% of the 13F portfolio, value $5,704,323.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 6,250 shares
    • Concord Asset Management, LLC/VA: 5,489 shares

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

  8. period ended2024-09-30
    13F 3,265 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,908,645.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 2,111 shares
    • Concord Asset Management, LLC/VA: 1,154 shares

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