Skip to content
Disclosery

Balboa Wealth Partners: LLY position timeline

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

Balboa Wealth Partners held 1,478 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,478 shares
    Change vs previous 13F -48 shares

    0.24% of the 13F portfolio, value $1,773,095.

    13F-HR 0001951757-26-001195 filed by Balboa Wealth Partners
    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 1,526 shares
    Change vs previous 13F +143 shares

    0.24% of the 13F portfolio, value $1,403,806.

    13F-HR 0001951757-26-000626 filed by Balboa Wealth Partners
    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 1,383 shares
    Change vs previous 13F -155 shares

    0.25% of the 13F portfolio, value $1,486,530.

    13F-HR 0001951757-26-000198 filed by Balboa Wealth Partners
    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 1,538 shares
    Change vs previous 13F -177 shares

    0.2% of the 13F portfolio, value $1,173,666.

    13F-HR 0001951757-25-001279 filed by Balboa Wealth Partners
    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 1,715 shares
    Change vs previous 13F +93 shares

    0.27% of the 13F portfolio, value $1,337,080.

    13F-HR 0001951757-25-000993 filed by Balboa Wealth Partners
    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 1,622 shares
    Change vs previous 13F +77 shares

    0.32% of the 13F portfolio, value $1,339,669.

    13F-HR 0001951757-25-000427 filed by Balboa Wealth Partners
    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 1,545 shares
    Change vs previous 13F -197 shares

    0.27% of the 13F portfolio, value $1,192,568.

    13F-HR 0001951757-25-000212 filed by Balboa Wealth Partners
    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 1,742 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,542,900.

    13F-HR 0001951757-24-001171 filed by Balboa Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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