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Kestra Advisory Services, LLC: LMT position timeline

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

Kestra Advisory Services, LLC held 113,804 LMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 113,804 shares
    Change vs previous 13F -3,229 shares

    0.13% of the 13F portfolio, value $57,978,630.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,362 shares
    • Kestra Advisory Services, LLC: 67,166 shares
    • Kestra Investment Management, LLC: 2,276 shares

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

  2. period ended2026-03-31
    13F 117,033 shares
    Change vs previous 13F -2,439 shares

    0.18% of the 13F portfolio, value $70,733,732.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 46,016 shares
    • Kestra Advisory Services, LLC: 68,528 shares
    • Kestra Investment Management, LLC: 2,489 shares

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

  3. period ended2025-12-31
    13F 119,472 shares
    Change vs previous 13F -305 shares

    0.16% of the 13F portfolio, value $57,784,674.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,737 shares
    • Kestra Advisory Services, LLC: 69,599 shares
    • Kestra Investment Management, LLC: 2,136 shares

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

  4. period ended2025-09-30
    13F 119,777 shares
    Change vs previous 13F +7,569 shares

    0.18% of the 13F portfolio, value $59,793,658.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 47,406 shares
    • Kestra Advisory Services, LLC: 70,636 shares
    • Kestra Investment Management, LLC: 1,735 shares

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

  5. period ended2025-06-30
    13F/A 112,208 shares
    Change vs previous 13F +2,388 shares

    0.17% of the 13F portfolio, value $51,968,080.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 45,541 shares
    • Kestra Advisory Services, LLC: 64,462 shares
    • Kestra Investment Management, LLC: 2,205 shares

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

  6. period ended2025-03-31
    13F/A 109,820 shares
    Change vs previous 13F -2,096 shares

    0.16% of the 13F portfolio, value $49,057,693.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,607 shares
    • Kestra Advisory Services, LLC: 68,508 shares
    • Kestra Investment Management, LLC: 1,705 shares

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

  7. period ended2024-12-31
    13F 111,916 shares
    Change vs previous 13F -9,007 shares

    0.2% of the 13F portfolio, value $54,384,780.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 38,855 shares
    • Kestra Advisory Services, LLC: 71,699 shares
    • Kestra Investment Management, LLC: 1,362 shares

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

  8. period ended2024-09-30
    13F 120,923 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $70,686,954.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 35,413 shares
    • Kestra Advisory Services, LLC: 84,658 shares
    • Kestra Investment Management, LLC: 852 shares

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