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Atria Wealth Solutions, Inc.: LLY position timeline

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

Atria Wealth Solutions, Inc. held 12,987 LLY shares at 2025-06-30 per its 13F-HR filed 2025-07-25.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 12,987 shares
    Change vs previous 13F -25,286 shares

    0.23% of the 13F portfolio, value $10,124,926.

    13F-HR 0001420506-25-001582 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 38,273 shares
    Change vs previous 13F -24 shares

    0.38% of the 13F portfolio, value $31,609,784.

    13F-HR 0001420506-25-000956 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 38,297 shares
    Change vs previous 13F -4,211 shares

    0.32% of the 13F portfolio, value $29,565,590.

    13F-HR 0001420506-25-000086 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 42,508 shares
    Change vs previous 13F -857 shares

    0.41% of the 13F portfolio, value $37,659,976.

    13F-HR 0001420506-24-002255 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 43,365 shares
    Change vs previous 13F +63 shares

    0.44% of the 13F portfolio, value $39,261,254.

    13F-HR 0001420506-24-001135 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 43,302 shares
    Change vs previous 13F -991 shares

    0.38% of the 13F portfolio, value $33,687,856.

    13F-HR 0001420506-24-000768 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 44,293 shares
    Change vs previous 13F +2,171 shares

    0.32% of the 13F portfolio, value $25,818,834.

    13F-HR 0001420506-24-000118 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 42,122 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $22,625,365.

    13F-HR 0001420506-23-001936 filed by Atria Wealth Solutions, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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