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Disclosery

Gibbs Wealth Management: LLY position timeline

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

Gibbs Wealth Management held 5,940 LLY shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 5,940 shares
    Change vs previous 13F +282 shares

    0.72% of the 13F portfolio, value $5,463,788.

    13F-HR 0002085853-26-000590 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 5,658 shares
    Change vs previous 13F -619 shares

    1.46% of the 13F portfolio, value $6,017,857.

    13F-HR 0002085853-26-000076 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 6,277 shares
    Change vs previous 13F -823 shares

    1.08% of the 13F portfolio, value $4,789,539.

    13F-HR 0002085853-25-000200 filed by Gibbs Wealth Management
    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 7,100 shares
    Change vs previous 13F +393 shares

    1.07% of the 13F portfolio, value $5,534,960.

    13F-HR 0001667731-25-001106 filed by Gibbs Wealth Management
    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 6,707 shares
    Change vs previous 13F +2,317 shares

    1.34% of the 13F portfolio, value $5,539,409.

    13F-HR 0002085853-25-000230 filed by Gibbs Wealth Management
    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 4,390 shares
    Change vs previous 13F +3,631 shares

    0.92% of the 13F portfolio, value $3,389,129.

    13F-HR 0002085853-25-000229 filed by Gibbs Wealth Management
    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 759 shares
    Change vs previous 13F +115 shares

    0.22% of the 13F portfolio, value $672,455.

    13F-HR 0002085853-25-000228 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 644 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $583,065.

    13F-HR 0002085853-25-000227 filed by Gibbs Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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