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Disclosery

Bernard Wealth Management Corp.: LLY position timeline

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

Bernard Wealth Management Corp. held 9,000 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,000 shares
    Change vs previous 13F -244 shares

    3.98% of the 13F portfolio, value $10,794,320.

    13F-HR 0002056313-26-000004 filed by Bernard Wealth Management Corp.
    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 9,244 shares
    Change vs previous 13F +27 shares

    3.63% of the 13F portfolio, value $8,502,700.

    13F-HR 0002056313-26-000003 filed by Bernard Wealth Management Corp.
    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 9,217 shares
    Change vs previous 13F -500 shares

    4.02% of the 13F portfolio, value $9,905,525.

    13F-HR 0002056313-26-000001 filed by Bernard Wealth Management Corp.
    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 9,717 shares
    Change vs previous 13F -274 shares

    3.1% of the 13F portfolio, value $7,414,086.

    13F-HR 0002056313-25-000007 filed by Bernard Wealth Management Corp.
    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 9,991 shares
    Change vs previous 13F -989 shares

    3.61% of the 13F portfolio, value $7,788,128.

    13F-HR 0002056313-25-000006 filed by Bernard Wealth Management Corp.
    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 10,980 shares
    Change vs previous 13F -96 shares

    4.43% of the 13F portfolio, value $9,068,155.

    13F-HR 0002056313-25-000004 filed by Bernard Wealth Management Corp.
    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/A 11,076 shares
    Change vs previous 13F not available

    4.02% of the 13F portfolio, value $8,550,979.

    13F-HR/A 0002056313-25-000002 filed by Bernard Wealth Management Corp.
    Filed (acceptance time not in the bulk data set), ingested

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