Baron Wealth Management LLC: LLY position timeline

Baron Wealth Management LLC held 941 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 941 shares

   Change vs previous 13F +42 shares

   0.29% of the 13F portfolio, value $1,129,033.

   13F-HR 0001968507-26-000006 filed by Baron Wealth Management LLC
   Filed 2026-07-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 899 shares

   Change vs previous 13F +61 shares

   0.25% of the 13F portfolio, value $827,125.

   13F-HR 0001968507-26-000004 filed by Baron Wealth Management LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 838 shares

   Change vs previous 13F +170 shares

   0.28% of the 13F portfolio, value $900,856.

   13F-HR 0001968507-26-000003 filed by Baron Wealth Management LLC
   Filed 2026-01-14 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 668 shares

   Change vs previous 13F +26 shares

   0.17% of the 13F portfolio, value $509,866.

   13F-HR 0001968507-25-000007 filed by Baron Wealth Management LLC
   Filed 2025-10-20 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 642 shares

   Change vs previous 13F +15 shares

   0.18% of the 13F portfolio, value $500,628.

   13F-HR 0001968507-25-000006 filed by Baron Wealth Management LLC
   Filed 2025-07-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 627 shares

   Change vs previous 13F +87 shares

   0.23% of the 13F portfolio, value $518,021.

   13F-HR 0001968507-25-000004 filed by Baron Wealth Management LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 540 shares

   Change vs previous 13F -10 shares

   0.2% of the 13F portfolio, value $417,139.

   13F-HR 0001968507-25-000001 filed by Baron Wealth Management LLC
   Filed 2025-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 550 shares

   Change vs previous 13F not available

   0.23% of the 13F portfolio, value $486,881.

   13F-HR 0001968507-24-000005 filed by Baron Wealth Management LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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