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Disclosery

ACG Wealth: LLY position timeline

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

ACG Wealth held 2,782 LLY shares at 2022-09-30 per its 13F-HR filed 2022-11-03.

the latest 13F is the newest step

  1. period ended2022-09-30
    13F 2,782 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $900,000.

    13F-HR 0001569071-22-000004 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-06-30
    13F 2,781 shares
    Change vs previous 13F -58 shares

    0.18% of the 13F portfolio, value $902,000.

    13F-HR 0001569071-22-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-03-31
    13F 2,839 shares
    Change vs previous 13F -245 shares

    0.15% of the 13F portfolio, value $813,000.

    13F-HR 0001569071-22-000002 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2021-12-31
    13F 3,084 shares
    Change vs previous 13F -98 shares

    0.12% of the 13F portfolio, value $852,000.

    13F-HR 0001569071-22-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2021-09-30
    13F 3,182 shares
    Change vs previous 13F -30 shares

    0.1% of the 13F portfolio, value $735,000.

    13F-HR 0001569071-21-000006 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-06-30
    13F 3,212 shares
    Change vs previous 13F -416 shares

    0.09% of the 13F portfolio, value $737,000.

    13F-HR 0001569071-21-000005 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-03-31
    13F 3,628 shares
    Change vs previous 13F -1,550 shares

    0.09% of the 13F portfolio, value $678,000.

    13F-HR 0001569071-21-000003 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2020-12-31
    13F 5,178 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $874,000.

    13F-HR 0001569071-21-000001 filed by ACG Wealth
    Filed (acceptance time not in the bulk data set), ingested

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