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Bell & Brown Wealth Advisors, LLC: LLY position timeline

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

Bell & Brown Wealth Advisors, LLC held 12,011 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 12,011 shares
    Change vs previous 13F -185 shares

    4.36% of the 13F portfolio, value $14,406,865.

    13F-HR 0001725362-26-000008 filed by Bell & Brown Wealth 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 12,196 shares
    Change vs previous 13F -455 shares

    3.64% of the 13F portfolio, value $11,217,263.

    13F-HR 0001725362-26-000004 filed by Bell & Brown Wealth 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/A 12,651 shares
    Change vs previous 13F -289 shares

    4.38% of the 13F portfolio, value $13,595,373.

    13F-HR/A 0001725362-26-000006 filed by Bell & Brown Wealth 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 12,940 shares
    Change vs previous 13F +363 shares

    3.23% of the 13F portfolio, value $9,873,034.

    13F-HR 0001172661-25-004625 filed by Bell & Brown Wealth 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 12,577 shares
    Change vs previous 13F -1,070 shares

    3.51% of the 13F portfolio, value $9,810,582.

    13F-HR 0001172661-25-002772 filed by Bell & Brown Wealth 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 13,647 shares
    Change vs previous 13F -1,097 shares

    4.4% of the 13F portfolio, value $11,272,271.

    13F-HR 0001172661-25-001589 filed by Bell & Brown Wealth 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 14,744 shares
    Change vs previous 13F -135 shares

    4.24% of the 13F portfolio, value $11,383,497.

    13F-HR 0001172661-25-001590 filed by Bell & Brown Wealth 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 14,879 shares
    Change vs previous 13F not available

    5.15% of the 13F portfolio, value $13,182,811.

    13F-HR 0001172661-24-004872 filed by Bell & Brown Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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