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Disclosery

Destination Wealth Management: LLY position timeline

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

Destination Wealth Management held 56,810 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,810 shares
    Change vs previous 13F +126 shares

    1.59% of the 13F portfolio, value $68,139,293.

    13F-HR 0001278573-26-000008 filed by Destination 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 56,684 shares
    Change vs previous 13F +102 shares

    1.35% of the 13F portfolio, value $52,136,565.

    13F-HR 0001278573-26-000006 filed by Destination 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 56,582 shares
    Change vs previous 13F -852 shares

    1.59% of the 13F portfolio, value $60,807,915.

    13F-HR 0001278573-26-000003 filed by Destination 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 57,434 shares
    Change vs previous 13F +7,060 shares

    1.21% of the 13F portfolio, value $43,821,837.

    13F-HR 0001278573-25-000012 filed by Destination 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 50,374 shares
    Change vs previous 13F +20,602 shares

    1.15% of the 13F portfolio, value $39,267,713.

    13F-HR 0001278573-25-000009 filed by Destination 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 29,772 shares
    Change vs previous 13F +2,192 shares

    0.77% of the 13F portfolio, value $24,589,287.

    13F-HR 0001278573-25-000006 filed by Destination 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 27,580 shares
    Change vs previous 13F +254 shares

    0.67% of the 13F portfolio, value $21,291,625.

    13F-HR 0001278573-25-000002 filed by Destination 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 27,326 shares
    Change vs previous 13F not available

    0.75% of the 13F portfolio, value $24,208,924.

    13F-HR 0001278573-24-000010 filed by Destination Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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