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AVISO WEALTH MANAGEMENT: LLY position timeline

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

AVISO WEALTH MANAGEMENT held 5,214 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,214 shares
    Change vs previous 13F +148 shares

    2.13% of the 13F portfolio, value $6,254,196.

    13F-HR 0002011802-26-000003 filed by AVISO WEALTH MANAGEMENT
    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 5,066 shares
    Change vs previous 13F +102 shares

    2.1% of the 13F portfolio, value $4,659,837.

    13F-HR 0002011802-26-000002 filed by AVISO WEALTH MANAGEMENT
    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 4,964 shares
    Change vs previous 13F +259 shares

    2.24% of the 13F portfolio, value $5,335,041.

    13F-HR 0002011802-26-000001 filed by AVISO WEALTH MANAGEMENT
    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 4,705 shares
    Change vs previous 13F +1,048 shares

    1.56% of the 13F portfolio, value $3,590,149.

    13F-HR 0002011802-25-000007 filed by AVISO WEALTH MANAGEMENT
    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 3,657 shares
    Change vs previous 13F +1,597 shares

    1.33% of the 13F portfolio, value $2,850,981.

    13F-HR 0002011802-25-000003 filed by AVISO WEALTH MANAGEMENT
    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 2,060 shares
    Change vs previous 13F -20 shares

    0.9% of the 13F portfolio, value $1,701,707.

    13F-HR 0002011802-25-000002 filed by AVISO WEALTH MANAGEMENT
    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 2,080 shares
    Change vs previous 13F +66 shares

    0.82% of the 13F portfolio, value $1,606,071.

    13F-HR 0002011802-25-000001 filed by AVISO WEALTH MANAGEMENT
    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 2,014 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $1,784,640.

    13F-HR 0002011802-24-000004 filed by AVISO WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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