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Disclosery

CapWealth Advisors, LLC: LLY position timeline

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

CapWealth Advisors, LLC held 10,188 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 10,188 shares
    Change vs previous 13F +962 shares

    0.89% of the 13F portfolio, value $11,788,331.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 9,226 shares
    Change vs previous 13F +311 shares

    0.76% of the 13F portfolio, value $11,065,941.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 8,915 shares
    Change vs previous 13F +8,534 shares

    0.61% of the 13F portfolio, value $8,199,750.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 381 shares
    Change vs previous 13F +3 shares

    0.03% of the 13F portfolio, value $409,453.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 378 shares
    Change vs previous 13F -15 shares

    0.02% of the 13F portfolio, value $288,414.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 393 shares
    Change vs previous 13F -69 shares

    0.03% of the 13F portfolio, value $306,355.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 462 shares
    Change vs previous 13F +19 shares

    0.04% of the 13F portfolio, value $381,570.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 443 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $341,996.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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