Skip to content
Disclosery

Dynasty Wealth Management, LLC: LLY position timeline

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

Dynasty Wealth Management, LLC held 3,240 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,240 shares
    Change vs previous 13F +224 shares

    0.03% of the 13F portfolio, value $3,885,837.

    13F-HR 0001727599-26-000004 filed by Dynasty 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 3,016 shares
    Change vs previous 13F -88 shares

    0.02% of the 13F portfolio, value $2,774,276.

    13F-HR 0001727599-26-000003 filed by Dynasty Wealth Management, 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 3,104 shares
    Change vs previous 13F +2,180 shares

    0.03% of the 13F portfolio, value $3,335,925.

    13F-HR 0001727599-26-000002 filed by Dynasty Wealth Management, 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 924 shares
    Change vs previous 13F -3,206 shares

    0.01% of the 13F portfolio, value $704,649.

    13F-HR 0001727599-25-000007 filed by Dynasty Wealth Management, 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 4,130 shares
    Change vs previous 13F +283 shares

    0.05% of the 13F portfolio, value $3,219,350.

    13F-HR 0001727599-25-000006 filed by Dynasty Wealth Management, 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 3,847 shares
    Change vs previous 13F +1,251 shares

    0.05% of the 13F portfolio, value $3,177,083.

    13F-HR 0001727599-25-000005 filed by Dynasty Wealth Management, 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 2,596 shares
    Change vs previous 13F +1,686 shares

    0.03% of the 13F portfolio, value $2,004,044.

    13F-HR 0001727599-25-000002 filed by Dynasty Wealth Management, 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 910 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $805,795.

    13F-HR 0001727599-24-000006 filed by Dynasty Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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