BetterWealth, LLC: LLY position timeline

BetterWealth, LLC held 654 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 654 shares

   Change vs previous 13F +2 shares

   0.14% of the 13F portfolio, value $784,228.

   13F-HR 0002085853-26-000799 filed by BetterWealth, LLC
   Filed 2026-07-22 (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 652 shares

   Change vs previous 13F +68 shares

   0.12% of the 13F portfolio, value $599,537.

   13F-HR 0002085853-26-000492 filed by BetterWealth, LLC
   Filed 2026-04-24 (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 584 shares

   Change vs previous 13F -8 shares

   0.14% of the 13F portfolio, value $627,435.

   13F-HR 0001911702-26-000001 filed by BetterWealth, LLC
   Filed 2026-01-15 (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 592 shares

   Change vs previous 13F +14 shares

   0.11% of the 13F portfolio, value $451,569.

   13F-HR 0001911702-25-000002 filed by BetterWealth, LLC
   Filed 2025-10-21 (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 578 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $450,439.

   13F-HR 0001085146-25-003797 filed by BetterWealth, LLC
   Filed 2025-07-14 (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 578 shares

   Change vs previous 13F -11 shares

   0.13% of the 13F portfolio, value $477,239.

   13F-HR 0001085146-25-002365 filed by BetterWealth, LLC
   Filed 2025-04-28 (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 589 shares

   Change vs previous 13F +21 shares

   0.13% of the 13F portfolio, value $454,580.

   13F-HR 0001085146-25-000425 filed by BetterWealth, 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 568 shares

   Change vs previous 13F not available

   0.15% of the 13F portfolio, value $503,067.

   13F-HR 0001085146-24-005066 filed by BetterWealth, LLC
   Filed 2024-10-22 (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).