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Avidian Wealth Enterprises, LLC: LLY position timeline

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

Avidian Wealth Enterprises, LLC held 8,944 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,944 shares
    Change vs previous 13F +274 shares

    0.29% of the 13F portfolio, value $10,348,793.

    13F-HR 0002085853-26-001121 filed by Avidian Wealth Enterprises, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 8,670 shares
    Change vs previous 13F +693 shares

    0.29% of the 13F portfolio, value $10,398,633.

    13F-HR 0002085853-26-000851 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,977 shares
    Change vs previous 13F +2,338 shares

    0.23% of the 13F portfolio, value $7,337,361.

    13F-HR 0001471474-26-000005 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 5,639 shares
    Change vs previous 13F +354 shares

    0.22% of the 13F portfolio, value $6,060,335.

    13F-HR 0002085853-26-000161 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 5,285 shares
    Change vs previous 13F +479 shares

    0.15% of the 13F portfolio, value $4,032,242.

    13F-HR 0002085853-25-000195 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 4,806 shares
    Change vs previous 13F -360 shares

    0.15% of the 13F portfolio, value $3,746,759.

    13F-HR 0001667731-25-001007 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,166 shares
    Change vs previous 13F +243 shares

    0.19% of the 13F portfolio, value $4,266,968.

    13F-HR 0001667731-25-000528 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 4,923 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $3,800,490.

    13F-HR 0001667731-25-000150 filed by Avidian Wealth Enterprises, LLC
    Filed (acceptance time not in the bulk data set), ingested

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