Fiduciary Group, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Fiduciary Group, LLC on LLY, newest first. How the timeline and the estimate are built.
Fiduciary Group, LLC held 7,013 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.
the latest 13F is the newest step
- period ended2026-06-3013F 7,013 sharesChange vs previous 13F -26 shares
0.66% of the 13F portfolio, value $8,411,603.
13F-HR 0001645890-26-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,039 sharesChange vs previous 13F -84 shares
0.55% of the 13F portfolio, value $6,474,261.
13F-HR 0001645890-26-000002 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,123 sharesChange vs previous 13F -225 shares
0.64% of the 13F portfolio, value $7,654,946.
13F-HR 0001645890-26-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 7,348 sharesChange vs previous 13F +23 shares
0.49% of the 13F portfolio, value $5,606,524.
13F-HR 0001645890-25-000013 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 7,325 sharesChange vs previous 13F -45 shares
0.54% of the 13F portfolio, value $5,710,057.
13F-HR 0001645890-25-000004 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 7,370 sharesChange vs previous 13F -3 shares
0.61% of the 13F portfolio, value $6,086,957.
13F-HR 0001645890-25-000003 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 7,373 sharesChange vs previous 13F +151 shares
0.57% of the 13F portfolio, value $5,691,956.
13F-HR 0001645890-25-000001 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 7,222 sharesChange vs previous 13F not available
0.65% of the 13F portfolio, value $6,398,259.
13F-HR 0001645890-24-000006 filed by Fiduciary Group, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).