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Aptus Capital Advisors, LLC: LLY position timeline

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

Aptus Capital Advisors, LLC held 53,662 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,662 shares
    Change vs previous 13F +940 shares

    0.47% of the 13F portfolio, value $64,363,494.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, 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 52,722 shares
    Change vs previous 13F -3,949 shares

    0.41% of the 13F portfolio, value $48,491,700.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, 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 56,671 shares
    Change vs previous 13F +1,877 shares

    0.52% of the 13F portfolio, value $60,903,608.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, 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 54,794 shares
    Change vs previous 13F +1,354 shares

    0.38% of the 13F portfolio, value $41,808,010.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, 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 53,440 shares
    Change vs previous 13F +4,573 shares

    0.41% of the 13F portfolio, value $41,658,099.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, 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 48,867 shares
    Change vs previous 13F +4,687 shares

    0.46% of the 13F portfolio, value $40,359,368.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, 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 44,180 shares
    Change vs previous 13F +8,703 shares

    0.41% of the 13F portfolio, value $34,107,214.

    13F-HR 0001398344-25-002922 filed by Aptus Capital Advisors, 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 35,477 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $31,430,494.

    13F-HR 0001398344-24-020011 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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