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Disclosery

Burt Wealth Advisors: LLY position timeline

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

Burt Wealth Advisors held 2,255 LLY shares at 2025-09-30 per its 13F-HR filed 2025-11-05.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 2,255 shares
    Change vs previous 13F -101 shares

    0.42% of the 13F portfolio, value $1,720,565.

    13F-HR 0001705819-25-000078 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 2,356 shares
    Change vs previous 13F -57 shares

    0.42% of the 13F portfolio, value $1,836,573.

    13F-HR 0001705819-25-000043 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 2,413 shares
    Change vs previous 13F +227 shares

    0.5% of the 13F portfolio, value $1,992,921.

    13F-HR 0001705819-25-000026 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 2,186 shares
    Change vs previous 13F -308 shares

    0.43% of the 13F portfolio, value $1,687,592.

    13F-HR 0001705819-25-000020 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,494 shares
    Change vs previous 13F -10 shares

    0.54% of the 13F portfolio, value $2,209,534.

    13F-HR 0001705819-24-000063 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 2,504 shares
    Change vs previous 13F -141 shares

    0.6% of the 13F portfolio, value $2,267,072.

    13F-HR 0001705819-24-000038 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 2,645 shares
    Change vs previous 13F +226 shares

    0.52% of the 13F portfolio, value $2,057,704.

    13F-HR 0001705819-24-000024 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 2,419 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,410,083.

    13F-HR 0001705819-24-000013 filed by Burt Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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