Skip to content
Disclosery

DWR WEALTH MANAGEMENT, LLC: LLY position timeline

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

DWR WEALTH MANAGEMENT, LLC held 216 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 216 shares
    Change vs previous 13F +216 shares

    0.2% of the 13F portfolio, value $265,210.

    13F-HR 0001754960-26-000422 filed by DWR WEALTH MANAGEMENT, 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 0 shares
    Change vs previous 13F -209 shares

    13F-HR 0001754960-26-000199 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 209 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $226,101.

    13F-HR 0001754960-26-000197 filed by DWR WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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