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Disclosery

Florida Trust Wealth Management Co: LLY position timeline

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

Florida Trust Wealth Management Co held 39,836 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 39,836 shares
    Change vs previous 13F +3,365 shares

    1.19% of the 13F portfolio, value $47,780,493.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management Co
    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 36,471 shares
    Change vs previous 13F +2,749 shares

    0.94% of the 13F portfolio, value $33,544,932.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management Co
    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 33,722 shares
    Change vs previous 13F +3,566 shares

    1% of the 13F portfolio, value $36,240,359.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management Co
    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 30,156 shares
    Change vs previous 13F +2,589 shares

    0.66% of the 13F portfolio, value $23,009,028.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management Co
    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 27,567 shares
    Change vs previous 13F +841 shares

    0.66% of the 13F portfolio, value $21,489,304.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management Co
    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 26,726 shares
    Change vs previous 13F +2,561 shares

    0.72% of the 13F portfolio, value $22,073,271.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management Co
    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 24,165 shares
    Change vs previous 13F +4,065 shares

    0.6% of the 13F portfolio, value $18,655,380.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management Co
    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 20,100 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $17,807,394.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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