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Disclosery

BSW Wealth Partners: LLY position timeline

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

BSW Wealth Partners held 3,390 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,390 shares
    Change vs previous 13F -73 shares

    0.45% of the 13F portfolio, value $4,066,524.

    13F-HR 0001512601-26-000007 filed by BSW Wealth Partners
    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 3,463 shares
    Change vs previous 13F -158 shares

    0.39% of the 13F portfolio, value $3,185,466.

    13F-HR 0001512601-26-000005 filed by BSW Wealth Partners
    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 3,621 shares
    Change vs previous 13F +20 shares

    0.47% of the 13F portfolio, value $3,891,542.

    13F-HR 0001512601-26-000003 filed by BSW Wealth Partners
    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 3,601 shares
    Change vs previous 13F +122 shares

    0.34% of the 13F portfolio, value $2,747,543.

    13F-HR 0001512601-25-000013 filed by BSW Wealth Partners
    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 3,479 shares
    Change vs previous 13F -111 shares

    0.37% of the 13F portfolio, value $2,711,879.

    13F-HR 0001512601-25-000009 filed by BSW Wealth Partners
    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 3,590 shares
    Change vs previous 13F -41 shares

    0.45% of the 13F portfolio, value $2,965,182.

    13F-HR 0001512601-25-000007 filed by BSW Wealth Partners
    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 3,631 shares
    Change vs previous 13F +395 shares

    0.41% of the 13F portfolio, value $2,803,077.

    13F-HR 0001512601-25-000003 filed by BSW Wealth Partners
    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 3,236 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,866,638.

    13F-HR 0001512601-24-000017 filed by BSW Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

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