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Bison Wealth, LLC: LLY position timeline

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

Bison Wealth, LLC held 3,530 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,530 shares
    Change vs previous 13F +93 shares

    0.39% of the 13F portfolio, value $4,236,244.

    13F-HR 0001493152-26-032296 filed by Bison Wealth, 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 3,437 shares
    Change vs previous 13F +387 shares

    0.34% of the 13F portfolio, value $3,491,351.

    13F-HR 0001493152-26-023586 filed by Bison Wealth, 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 3,050 shares
    Change vs previous 13F +139 shares

    0.31% of the 13F portfolio, value $2,765,038.

    13F-HR 0001493152-26-012336 filed by Bison Wealth, 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 2,911 shares
    Change vs previous 13F +241 shares

    0.23% of the 13F portfolio, value $2,537,514.

    13F-HR 0001493152-25-021659 filed by Bison Wealth, 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 2,670 shares
    Change vs previous 13F +425 shares

    0.17% of the 13F portfolio, value $2,110,751.

    13F-HR 0001641172-25-019676 filed by Bison Wealth, 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 2,245 shares
    Change vs previous 13F +1,490 shares

    0.18% of the 13F portfolio, value $1,951,614.

    13F-HR 0001641172-25-009192 filed by Bison Wealth, 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 755 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $583,152.

    13F-HR 0001493152-25-008165 filed by Bison Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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