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Disclosery

Dakota Wealth Management: LLY position timeline

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

Dakota Wealth Management held 47,782 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 47,782 shares
    Change vs previous 13F +10,961 shares

    1.1% of the 13F portfolio, value $57,311,011.

    13F-HR 0001951757-26-001143 filed by Dakota 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/A 36,821 shares
    Change vs previous 13F +6,634 shares

    0.73% of the 13F portfolio, value $33,866,771.

    13F-HR/A 0001951757-26-001603 filed by Dakota 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/A 30,187 shares
    Change vs previous 13F -3,008 shares

    0.58% of the 13F portfolio, value $32,441,110.

    13F-HR/A 0001951757-26-001604 filed by Dakota 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/A 33,195 shares
    Change vs previous 13F -3,443 shares

    0.51% of the 13F portfolio, value $25,327,932.

    13F-HR/A 0001951757-26-001605 filed by Dakota 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 36,638 shares
    Change vs previous 13F -3,336 shares

    0.6% of the 13F portfolio, value $28,560,521.

    13F-HR 0001951757-25-000874 filed by Dakota 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 39,974 shares
    Change vs previous 13F -16,175 shares

    0.77% of the 13F portfolio, value $33,015,311.

    13F-HR 0001951757-25-000489 filed by Dakota 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 56,149 shares
    Change vs previous 13F -1,833 shares

    1% of the 13F portfolio, value $43,346,777.

    13F-HR 0001951757-25-000061 filed by Dakota 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 57,982 shares
    Change vs previous 13F not available

    1.16% of the 13F portfolio, value $51,368,584.

    13F-HR 0001951757-24-001101 filed by Dakota Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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