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Accurate Wealth Management, LLC: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Accurate Wealth Management, LLC on LLY, newest first. How the timeline and the estimate are built.

Accurate Wealth Management, LLC held 5,606 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,606 shares
    Change vs previous 13F +376 shares

    0.64% of the 13F portfolio, value $6,668,084.

    13F-HR 0001754960-26-000528 filed by Accurate Wealth Management, 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 5,230 shares
    Change vs previous 13F -107 shares

    0.59% of the 13F portfolio, value $4,915,820.

    13F-HR 0001754960-26-000311 filed by Accurate Wealth Management, 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 5,337 shares
    Change vs previous 13F +157 shares

    0.72% of the 13F portfolio, value $5,676,879.

    13F-HR 0001754960-26-000054 filed by Accurate Wealth Management, 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 5,180 shares
    Change vs previous 13F +608 shares

    0.56% of the 13F portfolio, value $4,208,050.

    13F-HR 0001754960-25-000687 filed by Accurate Wealth Management, 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 4,572 shares
    Change vs previous 13F +299 shares

    0.55% of the 13F portfolio, value $3,614,679.

    13F-HR 0001754960-25-000384 filed by Accurate Wealth Management, 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 4,273 shares
    Change vs previous 13F +93 shares

    0.6% of the 13F portfolio, value $3,128,997.

    13F-HR 0001754960-25-000190 filed by Accurate Wealth Management, 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 4,180 shares
    Change vs previous 13F +114 shares

    0.64% of the 13F portfolio, value $3,342,846.

    13F-HR 0001754960-25-000019 filed by Accurate Wealth Management, 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 4,066 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $3,713,916.

    13F-HR 0001754960-24-000509 filed by Accurate Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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