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Pathstone Holdings, LLC: LMT position timeline

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

Pathstone Holdings, LLC held 28,500 LMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,500 shares
    Change vs previous 13F +2,009 shares

    0.04% of the 13F portfolio, value $14,546,013.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 26,491 shares
    Change vs previous 13F +723 shares

    0.06% of the 13F portfolio, value $16,011,219.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 25,768 shares
    Change vs previous 13F +810 shares

    0.05% of the 13F portfolio, value $12,463,177.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 24,958 shares
    Change vs previous 13F -883 shares

    0.05% of the 13F portfolio, value $12,459,041.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 25,841 shares
    Change vs previous 13F -1,738 shares

    0.05% of the 13F portfolio, value $11,967,956.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 27,579 shares
    Change vs previous 13F +1,110 shares

    0.05% of the 13F portfolio, value $12,320,198.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 26,469 shares
    Change vs previous 13F +675 shares

    0.06% of the 13F portfolio, value $12,863,082.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 25,794 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $15,078,335.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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