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Disclosery

Carlson Capital Management: LLY position timeline

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

Carlson Capital Management held 513 LLY shares at 2024-12-31 per its 13F-HR filed 2025-02-10.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 513 shares
    Change vs previous 13F -1,936 shares

    0.02% of the 13F portfolio, value $396,036.

    13F-HR 0001581298-25-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 2,449 shares
    Change vs previous 13F +58 shares

    0.09% of the 13F portfolio, value $2,169,563.

    13F-HR 0001581298-24-000005 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 2,391 shares
    Change vs previous 13F +5 shares

    0.1% of the 13F portfolio, value $2,164,752.

    13F-HR 0001581298-24-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 2,386 shares
    Change vs previous 13F -234 shares

    0.09% of the 13F portfolio, value $1,856,149.

    13F-HR 0001581298-24-000002 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F 2,620 shares
    Change vs previous 13F -33 shares

    0.08% of the 13F portfolio, value $1,527,535.

    13F-HR 0001581298-24-000001 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 2,653 shares
    Change vs previous 13F +4 shares

    0.08% of the 13F portfolio, value $1,424,793.

    13F-HR 0001581298-23-000004 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 2,649 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $1,242,228.

    13F-HR 0001581298-23-000003 filed by Carlson Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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