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CAPTRUST FINANCIAL ADVISORS: LLY position timeline

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

CAPTRUST FINANCIAL ADVISORS held 308,951 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 308,951 shares
    Change vs previous 13F +106,745 shares

    0.57% of the 13F portfolio, value $370,565,056.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 202,206 shares
    Change vs previous 13F +36,417 shares

    0.33% of the 13F portfolio, value $185,945,762.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 165,789 shares
    Change vs previous 13F -2,563 shares

    0.34% of the 13F portfolio, value $178,169,766.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 168,352 shares
    Change vs previous 13F -2,979 shares

    0.26% of the 13F portfolio, value $128,452,667.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 171,331 shares
    Change vs previous 13F -2,620 shares

    0.3% of the 13F portfolio, value $133,557,493.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 173,951 shares
    Change vs previous 13F -27,547 shares

    0.36% of the 13F portfolio, value $143,668,208.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 201,498 shares
    Change vs previous 13F -13,041 shares

    0.44% of the 13F portfolio, value $155,556,804.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 214,539 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $190,068,582.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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