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Disclosery

Clearstead Advisors, LLC: LLY position timeline

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

Clearstead Advisors, LLC held 55,467 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 55,467 shares
    Change vs previous 13F -4,714 shares

    0.63% of the 13F portfolio, value $66,528,470.

    13F-HR 0000842775-26-000004 filed by Clearstead Advisors, 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 60,181 shares
    Change vs previous 13F +10,774 shares

    0.51% of the 13F portfolio, value $55,352,682.

    13F-HR 0000842775-26-000003 filed by Clearstead Advisors, 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 49,407 shares
    Change vs previous 13F +679 shares

    0.67% of the 13F portfolio, value $53,096,981.

    13F-HR 0000842775-26-000001 filed by Clearstead Advisors, 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 48,728 shares
    Change vs previous 13F +99 shares

    0.54% of the 13F portfolio, value $37,179,735.

    13F-HR 0000842775-25-000007 filed by Clearstead Advisors, 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 48,629 shares
    Change vs previous 13F +15,223 shares

    0.53% of the 13F portfolio, value $37,907,730.

    13F-HR 0001708001-25-000003 filed by Clearstead Advisors, 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 33,406 shares
    Change vs previous 13F -567 shares

    0.43% of the 13F portfolio, value $27,590,778.

    13F-HR 0000842775-25-000005 filed by Clearstead Advisors, 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 33,973 shares
    Change vs previous 13F -817 shares

    0.4% of the 13F portfolio, value $26,227,099.

    13F-HR 0000842775-25-000001 filed by Clearstead Advisors, 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 34,790 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $30,821,751.

    13F-HR 0001708001-24-000008 filed by Clearstead Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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