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Focus Partners Wealth: LMT position timeline

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

Focus Partners Wealth held 232,249 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 232,249 shares
    Change vs previous 13F -34,099 shares

    0.11% of the 13F portfolio, value $118,357,136.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 215,672 shares
    • Focus Partners Advisor Solutions, LLC: 16,577 shares

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

  2. period ended2026-03-31
    13F 266,348 shares
    Change vs previous 13F +17,926 shares

    0.16% of the 13F portfolio, value $160,884,821.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 247,406 shares
    • Focus Partners Advisor Solutions, LLC: 18,942 shares

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

  3. period ended2025-12-31
    13F 248,422 shares
    Change vs previous 13F +103,404 shares

    0.13% of the 13F portfolio, value $120,843,242.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 230,892 shares
    • Focus Partners Advisor Solutions, LLC: 17,530 shares

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

  4. period ended2025-09-30
    13F 145,018 shares
    Change vs previous 13F +20,102 shares

    0.1% of the 13F portfolio, value $72,250,767.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 132,390 shares
    • Focus Partners Advisor Solutions, LLC: 12,628 shares

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

  5. period ended2025-06-30
    13F 124,916 shares
    Change vs previous 13F +1,125 shares

    0.11% of the 13F portfolio, value $57,853,424.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 112,487 shares
    • Focus Partners Advisor Solutions, LLC: 12,429 shares

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

  6. period ended2025-03-31
    13F/A 123,791 shares
    Change vs previous 13F -340 shares

    0.12% of the 13F portfolio, value $55,299,245.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 111,955 shares
    • Focus Partners Advisor Solutions, LLC: 11,836 shares

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

  7. period ended2024-12-31
    13F/A 124,131 shares
    Change vs previous 13F +8,792 shares

    0.14% of the 13F portfolio, value $60,321,885.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 113,729 shares
    • Focus Partners Advisor Solutions, LLC: 10,402 shares

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

  8. period ended2024-09-30
    13F 115,339 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $67,424,261.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 104,777 shares
    • Focus Partners Advisor Solutions, LLC: 10,562 shares

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