49 WEALTH MANAGEMENT, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of 49 WEALTH MANAGEMENT, LLC on LLY, newest first. How the timeline and the estimate are built.
49 WEALTH MANAGEMENT, LLC held 1,561 LLY shares at 2026-06-30 per its 13F-HR/A filed 2026-08-18.
the latest 13F is the newest step
- period ended2026-06-3013F/A 1,561 sharesChange vs previous 13F +921 shares
0.36% of the 13F portfolio, value $1,871,811.
13F-HR/A 0001104659-26-098355 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 640 sharesChange vs previous 13F +71 shares
0.04% of the 13F portfolio, value $588,775.
13F-HR 0001104659-26-059918 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 569 sharesChange vs previous 13F +84 shares
0.05% of the 13F portfolio, value $611,053.
13F-HR 0001104659-26-010120 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 485 sharesChange vs previous 13F +62 shares
0.03% of the 13F portfolio, value $370,118.
13F-HR 0001104659-25-109943 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 423 sharesChange vs previous 13F -84 shares
0.04% of the 13F portfolio, value $329,986.
13F-HR 0001104659-25-075156 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 507 sharesChange vs previous 13F -251 shares
0.05% of the 13F portfolio, value $418,599.
13F-HR 0001104659-25-041965 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 758 sharesChange vs previous 13F +319 shares
0.08% of the 13F portfolio, value $585,170.
13F-HR 0001104659-25-014408 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 439 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $388,708.
13F-HR 0001104659-24-116419 filed by 49 WEALTH MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).