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Disclosery

Fiduciary Alliance LLC: LLY position timeline

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

Fiduciary Alliance LLC held 11,681 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,681 shares
    Change vs previous 13F +874 shares

    0.95% of the 13F portfolio, value $14,010,691.

    13F-HR 0001954805-26-000004 filed by Fiduciary Alliance 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 10,807 shares
    Change vs previous 13F +536 shares

    0.59% of the 13F portfolio, value $9,780,717.

    13F-HR 0001954805-26-000003 filed by Fiduciary Alliance 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 10,271 shares
    Change vs previous 13F -300 shares

    0.72% of the 13F portfolio, value $11,037,665.

    13F-HR 0001954805-26-000001 filed by Fiduciary Alliance 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 10,571 shares
    Change vs previous 13F +318 shares

    0.54% of the 13F portfolio, value $8,065,522.

    13F-HR 0001954805-25-000008 filed by Fiduciary Alliance 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 10,253 shares
    Change vs previous 13F +2,954 shares

    0.6% of the 13F portfolio, value $7,992,692.

    13F-HR 0001954805-25-000004 filed by Fiduciary Alliance 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 7,299 shares
    Change vs previous 13F +1,112 shares

    0.59% of the 13F portfolio, value $6,028,559.

    13F-HR 0001954805-25-000003 filed by Fiduciary Alliance 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 6,187 shares
    Change vs previous 13F +2,460 shares

    0.48% of the 13F portfolio, value $4,776,496.

    13F-HR 0001954805-25-000002 filed by Fiduciary Alliance 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 3,727 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,302,020.

    13F-HR 0001954805-24-000006 filed by Fiduciary Alliance LLC
    Filed (acceptance time not in the bulk data set), ingested

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