Cassia Capital Partners, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Cassia Capital Partners, LLC on LLY, newest first. How the timeline and the estimate are built.
Cassia Capital Partners, LLC held 1,603 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 1,603 sharesChange vs previous 13F -5 shares
0.93% of the 13F portfolio, value $1,922,680.
13F-HR 0001951757-26-001081 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 1,608 sharesChange vs previous 13F +42 shares
0.76% of the 13F portfolio, value $1,478,975.
13F-HR 0001951757-26-000731 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,566 sharesChange vs previous 13F -65 shares
0.91% of the 13F portfolio, value $1,682,918.
13F-HR 0001951757-26-000197 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,631 sharesChange vs previous 13F +213 shares
0.68% of the 13F portfolio, value $1,244,173.
13F-HR 0001951757-25-001208 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,418 sharesChange vs previous 13F -11 shares
0.66% of the 13F portfolio, value $1,105,296.
13F-HR 0001951757-25-000857 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,429 sharesChange vs previous 13F +86 shares
0.74% of the 13F portfolio, value $1,179,817.
13F-HR 0001951757-25-000407 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,343 sharesChange vs previous 13F +329 shares
0.66% of the 13F portfolio, value $1,036,796.
13F-HR 0001951757-25-000133 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,014 sharesChange vs previous 13F not available
0.59% of the 13F portfolio, value $898,343.
13F-HR 0001951757-24-001083 filed by Cassia Capital Partners, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).