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FORBES J M & CO LLP: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on LLY, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 11,795 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 11,795 shares
    Change vs previous 13F -17 shares

    1.11% of the 13F portfolio, value $14,147,277.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 11,812 shares
    Change vs previous 13F +65 shares

    0.92% of the 13F portfolio, value $10,864,323.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 11,747 shares
    Change vs previous 13F +33 shares

    1.02% of the 13F portfolio, value $12,624,266.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 11,714 shares
    Change vs previous 13F +3,186 shares

    0.74% of the 13F portfolio, value $8,937,782.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 8,528 shares
    Change vs previous 13F +56 shares

    0.61% of the 13F portfolio, value $6,647,832.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 8,472 shares
    Change vs previous 13F +6,481 shares

    0.68% of the 13F portfolio, value $6,997,110.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 1,991 shares
    Change vs previous 13F +382 shares

    0.15% of the 13F portfolio, value $1,537,052.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 1,609 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,425,477.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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