Gitterman Wealth Management, LLC: LLY position timeline

Gitterman Wealth Management, LLC held 436 LLY shares at 2025-09-30 per its 13F-HR filed 2025-11-04.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 436 shares

   Change vs previous 13F +101 shares

   0.08% of the 13F portfolio, value $332,668.

   13F-HR 0001172661-25-004565 filed by Gitterman Wealth Management, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 335 shares

   Change vs previous 13F -358 shares

   0.06% of the 13F portfolio, value $260,903.

   13F-HR 0001172661-25-003057 filed by Gitterman Wealth Management, LLC
   Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 693 shares

   Change vs previous 13F +143 shares

   0.15% of the 13F portfolio, value $572,206.

   13F-HR 0001172661-25-001806 filed by Gitterman Wealth Management, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 550 shares

   Change vs previous 13F +218 shares

   0.18% of the 13F portfolio, value $424,361.

   13F-HR 0001172661-25-000607 filed by Gitterman Wealth Management, LLC
   Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 332 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $293,858.

   13F-HR 0001172661-24-004642 filed by Gitterman Wealth Management, LLC
   Filed 2024-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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

6. period ended2024-06-30

   13F 332 shares

   Change vs previous 13F 0 shares

   0.12% of the 13F portfolio, value $300,306.

   13F-HR 0001172661-24-003220 filed by Gitterman Wealth Management, LLC
   Filed 2024-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

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

7. period ended2024-03-31

   13F 332 shares

   Change vs previous 13F +332 shares

   0.1% of the 13F portfolio, value $258,042.

   13F-HR 0001172661-24-002066 filed by Gitterman Wealth Management, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

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

8. period ended2023-12-31

   13F 0 shares

   Change vs previous 13F not available

   13F-HR 0001172661-24-000448 filed by Gitterman Wealth Management, LLC
   Filed 2024-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

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

   Exited: the 13F for this period no longer lists the position.