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Centric Wealth Management: LLY position timeline

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

Centric Wealth Management held 9,262 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,262 shares
    Change vs previous 13F 0 shares

    1.39% of the 13F portfolio, value $8,965,346.

    13F-HR 0001104659-26-091800 filed by Centric Wealth Management
    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 9,262 shares
    Change vs previous 13F -154 shares

    1.79% of the 13F portfolio, value $8,965,346.

    13F-HR 0001104659-26-059189 filed by Centric Wealth Management
    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 9,416 shares
    Change vs previous 13F -451 shares

    2.08% of the 13F portfolio, value $9,831,557.

    13F-HR 0001104659-26-010095 filed by Centric Wealth Management
    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 9,867 shares
    Change vs previous 13F -335 shares

    1.9% of the 13F portfolio, value $8,513,419.

    13F-HR 0001104659-25-106007 filed by Centric Wealth Management
    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 10,202 shares
    Change vs previous 13F -383 shares

    1.52% of the 13F portfolio, value $6,382,738.

    13F-HR 0001104659-25-076748 filed by Centric Wealth Management
    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 10,585 shares
    Change vs previous 13F -14 shares

    2.3% of the 13F portfolio, value $8,742,348.

    13F-HR 0001104659-25-049158 filed by Centric Wealth Management
    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 10,599 shares
    Change vs previous 13F -2,957 shares

    2.21% of the 13F portfolio, value $8,182,774.

    13F-HR 0001104659-25-012138 filed by Centric Wealth Management
    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 13,556 shares
    Change vs previous 13F not available

    2.8% of the 13F portfolio, value $10,524,712.

    13F-HR 0001104659-24-118472 filed by Centric Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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