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Beacon Pointe Advisors, LLC: LLY position timeline

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

Beacon Pointe Advisors, LLC held 61,241 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-18.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,241 shares
    Change vs previous 13F -815 shares

    0.34% of the 13F portfolio, value $73,426,525.

    13F-HR 0002085853-26-001042 filed by Beacon Pointe Advisors, LLC
    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 62,056 shares
    Change vs previous 13F +16,929 shares

    0.3% of the 13F portfolio, value $57,077,474.

    13F-HR 0002085853-26-000598 filed by Beacon Pointe Advisors, LLC
    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 45,127 shares
    Change vs previous 13F +1,314 shares

    0.34% of the 13F portfolio, value $48,497,465.

    13F-HR 0002085853-26-000279 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 43,813 shares
    Change vs previous 13F -1,415 shares

    0.28% of the 13F portfolio, value $33,429,562.

    13F-HR 0001941040-25-000654 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 45,228 shares
    Change vs previous 13F -34,192 shares

    0.37% of the 13F portfolio, value $35,256,253.

    13F-HR 0001941040-25-000481 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 79,420 shares
    Change vs previous 13F +9,502 shares

    0.74% of the 13F portfolio, value $65,593,870.

    13F-HR 0001941040-25-000288 filed by Beacon Pointe Advisors, LLC
    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 69,918 shares
    Change vs previous 13F +12,334 shares

    0.6% of the 13F portfolio, value $53,976,700.

    13F-HR 0001941040-25-000169 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 57,584 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $51,016,007.

    13F-HR 0001941040-24-000522 filed by Beacon Pointe Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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