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Capital Wealth Planning, LLC: LLY position timeline

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

Capital Wealth Planning, LLC held 39,748 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,748 shares
    Change vs previous 13F +8,936 shares

    0.24% of the 13F portfolio, value $47,674,991.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, 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 30,812 shares
    Change vs previous 13F +18,031 shares

    0.16% of the 13F portfolio, value $28,339,971.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, 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 12,781 shares
    Change vs previous 13F +1,726 shares

    0.09% of the 13F portfolio, value $13,735,485.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, 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 11,055 shares
    Change vs previous 13F -566 shares

    0.06% of the 13F portfolio, value $8,434,965.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, 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 11,621 shares
    Change vs previous 13F +1,104 shares

    0.07% of the 13F portfolio, value $9,058,919.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, 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 10,517 shares
    Change vs previous 13F +405 shares

    0.08% of the 13F portfolio, value $8,686,096.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, 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 10,112 shares
    Change vs previous 13F -1,513 shares

    0.07% of the 13F portfolio, value $7,806,464.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, 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 11,625 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $10,299,052.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

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