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CFM WEALTH PARTNERS LLC: LLY position timeline

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

CFM WEALTH PARTNERS LLC held 11,402 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,402 shares
    Change vs previous 13F +374 shares

    1.75% of the 13F portfolio, value $13,675,487.

    13F-HR 0001951757-26-001142 filed by CFM WEALTH 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 11,028 shares
    Change vs previous 13F +1,112 shares

    1.52% of the 13F portfolio, value $10,142,906.

    13F-HR 0001951757-26-000660 filed by CFM WEALTH 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 9,916 shares
    Change vs previous 13F -707 shares

    1.54% of the 13F portfolio, value $10,656,156.

    13F-HR 0001951757-26-000314 filed by CFM WEALTH 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 10,623 shares
    Change vs previous 13F -687 shares

    1.18% of the 13F portfolio, value $8,105,291.

    13F-HR 0001951757-25-001232 filed by CFM WEALTH 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 11,310 shares
    Change vs previous 13F -1,402 shares

    1.4% of the 13F portfolio, value $8,816,473.

    13F-HR 0001951757-25-000931 filed by CFM WEALTH 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 12,712 shares
    Change vs previous 13F +357 shares

    1.85% of the 13F portfolio, value $10,498,690.

    13F-HR 0001951757-25-000452 filed by CFM WEALTH 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 12,355 shares
    Change vs previous 13F +154 shares

    1.61% of the 13F portfolio, value $9,538,353.

    13F-HR 0001951757-25-000122 filed by CFM WEALTH 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/A 12,201 shares
    Change vs previous 13F not available

    1.89% of the 13F portfolio, value $10,809,486.

    13F-HR/A 0001951757-24-001098 filed by CFM WEALTH PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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