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EP Wealth Advisors, LLC: LLY position timeline

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

EP Wealth Advisors, LLC held 96,123 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,123 shares
    Change vs previous 13F +15,393 shares

    0.44% of the 13F portfolio, value $115,292,224.

    13F-HR 0001398344-26-014114 filed by EP Wealth Advisors, 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 80,730 shares
    Change vs previous 13F +5,452 shares

    0.37% of the 13F portfolio, value $74,253,491.

    13F-HR 0001398344-26-009125 filed by EP Wealth Advisors, 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 75,278 shares
    Change vs previous 13F +3,491 shares

    0.42% of the 13F portfolio, value $80,899,282.

    13F-HR 0001398344-26-003327 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 71,787 shares
    Change vs previous 13F +2,643 shares

    0.37% of the 13F portfolio, value $55,959,749.

    13F-HR 0001398344-25-015642 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 69,144 shares
    Change vs previous 13F +35,207 shares

    0.46% of the 13F portfolio, value $57,106,410.

    13F-HR 0001398344-25-009656 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 33,937 shares
    Change vs previous 13F +105 shares

    0.21% of the 13F portfolio, value $26,199,647.

    13F-HR 0001398344-25-002748 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 33,832 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $29,972,816.

    13F-HR 0001398344-24-020942 filed by EP Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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