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Disclosery

Cascade Financial Partners, LLC: LLY position timeline

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

Cascade Financial Partners, LLC held 236,707 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 236,707 shares
    Change vs previous 13F +25 shares

    24.65% of the 13F portfolio, value $283,913,665.

    13F-HR 0002021208-26-000007 filed by Cascade Financial Partners, 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 236,682 shares
    Change vs previous 13F +65 shares

    22.44% of the 13F portfolio, value $217,693,148.

    13F-HR 0002021208-26-000004 filed by Cascade Financial Partners, 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 236,617 shares
    Change vs previous 13F -90 shares

    25.78% of the 13F portfolio, value $254,287,726.

    13F-HR 0002021208-26-000002 filed by Cascade Financial Partners, 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 236,707 shares
    Change vs previous 13F +651 shares

    20.71% of the 13F portfolio, value $180,607,561.

    13F-HR 0002021208-25-000012 filed by Cascade Financial Partners, 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 236,056 shares
    Change vs previous 13F +1,070 shares

    22.12% of the 13F portfolio, value $184,012,856.

    13F-HR 0002021208-25-000008 filed by Cascade Financial Partners, 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 234,986 shares
    Change vs previous 13F +21 shares

    24.47% of the 13F portfolio, value $194,077,417.

    13F-HR 0002021208-25-000006 filed by Cascade Financial Partners, 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 234,965 shares
    Change vs previous 13F +137 shares

    23.64% of the 13F portfolio, value $181,393,101.

    13F-HR 0002021208-25-000002 filed by Cascade Financial Partners, 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 234,828 shares
    Change vs previous 13F not available

    26.76% of the 13F portfolio, value $213,494,019.

    13F-HR 0002011751-24-000024 filed by Cascade Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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