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Disclosery

AE Wealth Management LLC: LLY position timeline

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

AE Wealth Management LLC held 64,033 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,033 shares
    Change vs previous 13F +4,002 shares

    0.36% of the 13F portfolio, value $76,808,055.

    13F-HR 0001697723-26-000007 filed by AE 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 60,031 shares
    Change vs previous 13F -29,966 shares

    0.3% of the 13F portfolio, value $55,215,146.

    13F-HR 0001697723-26-000006 filed by AE 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 89,997 shares
    Change vs previous 13F +3,562 shares

    0.56% of the 13F portfolio, value $96,720,756.

    13F-HR 0001697723-26-000001 filed by AE 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 86,435 shares
    Change vs previous 13F +18,200 shares

    0.42% of the 13F portfolio, value $65,952,465.

    13F-HR 0001697723-25-000007 filed by AE 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 68,235 shares
    Change vs previous 13F +5,592 shares

    0.39% of the 13F portfolio, value $53,193,301.

    13F-HR 0001697723-25-000004 filed by AE 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 62,643 shares
    Change vs previous 13F -4,564 shares

    0.44% of the 13F portfolio, value $51,738,536.

    13F-HR 0001697723-25-000003 filed by AE 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 67,207 shares
    Change vs previous 13F -6,011 shares

    0.44% of the 13F portfolio, value $51,885,432.

    13F-HR 0001697723-25-000001 filed by AE 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 73,218 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $64,867,964.

    13F-HR 0001697723-24-000005 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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