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Disclosery

BCS Wealth Management: LLY position timeline

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

BCS Wealth Management held 1,962 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,962 shares
    Change vs previous 13F +137 shares

    0.42% of the 13F portfolio, value $2,353,281.

    13F-HR 0001798172-26-000003 filed by BCS 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 1,825 shares
    Change vs previous 13F -1,815 shares

    0.34% of the 13F portfolio, value $1,678,579.

    13F-HR 0001798172-26-000002 filed by BCS 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 3,640 shares
    Change vs previous 13F -655 shares

    0.4% of the 13F portfolio, value $3,911,834.

    13F-HR 0001798172-26-000001 filed by BCS 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 4,295 shares
    Change vs previous 13F -796 shares

    0.74% of the 13F portfolio, value $3,277,085.

    13F-HR 0001798172-25-000007 filed by BCS 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 5,091 shares
    Change vs previous 13F +183 shares

    0.85% of the 13F portfolio, value $3,969,000.

    13F-HR 0001798172-25-000004 filed by BCS 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 4,908 shares
    Change vs previous 13F -167 shares

    1.04% of the 13F portfolio, value $4,054,000.

    13F-HR 0001798172-25-000003 filed by BCS 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 5,075 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $3,918,000.

    13F-HR 0001798172-25-000001 filed by BCS Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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