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Disclosery

Bogart Wealth, LLC: LLY position timeline

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

Bogart Wealth, LLC held 12,936 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,936 shares
    Change vs previous 13F +226 shares

    0.53% of the 13F portfolio, value $15,515,511.

    13F-HR 0001715740-26-000004 filed by Bogart 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 12,710 shares
    Change vs previous 13F +2,626 shares

    0.45% of the 13F portfolio, value $11,690,467.

    13F-HR 0001715740-26-000003 filed by Bogart 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 10,084 shares
    Change vs previous 13F -705 shares

    0.44% of the 13F portfolio, value $10,837,517.

    13F-HR 0001715740-26-000002 filed by Bogart 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 10,789 shares
    Change vs previous 13F +1,673 shares

    0.33% of the 13F portfolio, value $8,232,256.

    13F-HR 0001715740-25-000009 filed by Bogart 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 9,116 shares
    Change vs previous 13F +8,630 shares

    0.3% of the 13F portfolio, value $7,106,374.

    13F-HR 0001715740-25-000008 filed by Bogart 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 486 shares
    Change vs previous 13F +54 shares

    0.02% of the 13F portfolio, value $401,506.

    13F-HR 0001715740-25-000005 filed by Bogart 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 432 shares
    Change vs previous 13F +77 shares

    0.02% of the 13F portfolio, value $333,663.

    13F-HR 0001715740-25-000003 filed by Bogart Wealth, 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 355 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $314,614.

    13F-HR 0001715740-24-000008 filed by Bogart Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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