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Consilium Wealth Advisory, LLC: LLY position timeline

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

Consilium Wealth Advisory, LLC held 3,713 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,713 shares
    Change vs previous 13F -9 shares

    1.32% of the 13F portfolio, value $4,453,771.

    13F-HR 0002085853-26-000977 filed by Consilium Wealth Advisory, 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 3,722 shares
    Change vs previous 13F +362 shares

    1.17% of the 13F portfolio, value $3,423,630.

    13F-HR 0002085853-26-000417 filed by Consilium Wealth Advisory, 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 3,360 shares
    Change vs previous 13F -35 shares

    1.33% of the 13F portfolio, value $3,611,218.

    13F-HR 0002085853-26-000085 filed by Consilium Wealth Advisory, 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 3,395 shares
    Change vs previous 13F +363 shares

    1% of the 13F portfolio, value $2,590,298.

    13F-HR 0002085853-25-000119 filed by Consilium Wealth Advisory, 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 3,032 shares
    Change vs previous 13F -305 shares

    1% of the 13F portfolio, value $2,363,479.

    13F-HR 0001667731-25-000895 filed by Consilium Wealth Advisory, 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 3,337 shares
    Change vs previous 13F +137 shares

    1.38% of the 13F portfolio, value $2,755,892.

    13F-HR 0001667731-25-000452 filed by Consilium Wealth Advisory, 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 3,200 shares
    Change vs previous 13F -782 shares

    1.18% of the 13F portfolio, value $2,470,102.

    13F-HR 0001667731-25-000207 filed by Consilium Wealth Advisory, 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 3,982 shares
    Change vs previous 13F not available

    1.93% of the 13F portfolio, value $3,528,211.

    13F-HR 0001904906-24-000004 filed by Consilium Wealth Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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