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Asset Planning,Inc: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Asset Planning,Inc on LLY, newest first. How the timeline and the estimate are built.

Asset Planning,Inc held 13,230 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 13,230 shares
    Change vs previous 13F -261 shares

    10.27% of the 13F portfolio, value $15,868,459.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 13,491 shares
    Change vs previous 13F -16 shares

    8.82% of the 13F portfolio, value $12,408,526.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 13,507 shares
    Change vs previous 13F -292 shares

    10.2% of the 13F portfolio, value $14,515,633.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 13,799 shares
    Change vs previous 13F -183 shares

    7.62% of the 13F portfolio, value $10,528,755.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 13,982 shares
    Change vs previous 13F -48 shares

    8.21% of the 13F portfolio, value $10,899,271.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 14,030 shares
    Change vs previous 13F -241 shares

    9.09% of the 13F portfolio, value $11,587,245.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 14,271 shares
    Change vs previous 13F not available

    8.39% of the 13F portfolio, value $11,017,192.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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