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Diversify Advisory Services, LLC: LMT position timeline

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

Diversify Advisory Services, LLC held 30,612 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,612 shares
    Change vs previous 13F +14,929 shares

    0.15% of the 13F portfolio, value $17,754,542.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 15,306 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 15,306 shares

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

  2. period ended2026-03-31
    13F 15,683 shares
    Change vs previous 13F +1,900 shares

    0.13% of the 13F portfolio, value $7,995,190.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 973 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 14,710 shares

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

  3. period ended2025-12-31
    13F 13,783 shares
    Change vs previous 13F -200 shares

    0.15% of the 13F portfolio, value $7,837,307.

    13F-HR 0002030780-26-000001 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,884 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,899 shares

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

  4. period ended2025-09-30
    13F 13,983 shares
    Change vs previous 13F -736 shares

    0.14% of the 13F portfolio, value $6,822,700.

    13F-HR 0002030780-25-000005 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,796 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 8,187 shares

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

  5. period ended2025-06-30
    13F 14,719 shares
    Change vs previous 13F +2,850 shares

    0.15% of the 13F portfolio, value $6,352,297.

    13F-HR 0001085146-25-005227 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,819 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,900 shares

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

  6. period ended2025-03-31
    13F 11,869 shares
    Change vs previous 13F -4,609 shares

    0.19% of the 13F portfolio, value $5,648,010.

    13F-HR 0001085146-25-002517 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 5,000 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,869 shares

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

  7. period ended2024-12-31
    13F 16,478 shares
    Change vs previous 13F +399 shares

    0.25% of the 13F portfolio, value $7,712,502.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 10,951 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,527 shares

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

  8. period ended2024-09-30
    13F 16,079 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $9,253,925.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 12,080 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 3,999 shares

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