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Disclosery

Grassi Investment Management: LLY position timeline

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

Grassi Investment Management held 79,927 LLY shares at 2025-06-30 per its 13F-HR filed 2025-07-21.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 79,927 shares
    Change vs previous 13F +200 shares

    4.96% of the 13F portfolio, value $62,305,000.

    13F-HR 0001608531-25-000006 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 79,727 shares
    Change vs previous 13F +215 shares

    6.09% of the 13F portfolio, value $65,847,000.

    13F-HR 0001608531-25-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F/A 79,512 shares
    Change vs previous 13F +225 shares

    5.24% of the 13F portfolio, value $61,383,000.

    13F-HR/A 0001608531-25-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 79,287 shares
    Change vs previous 13F -170 shares

    6.07% of the 13F portfolio, value $70,243,000.

    13F-HR 0001608531-24-000005 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 79,457 shares
    Change vs previous 13F +345 shares

    6.38% of the 13F portfolio, value $71,938,000.

    13F-HR 0001608531-24-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 79,112 shares
    Change vs previous 13F 0 shares

    5.57% of the 13F portfolio, value $61,546,000.

    13F-HR 0001608531-24-000003 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 79,112 shares
    Change vs previous 13F -300 shares

    4.84% of the 13F portfolio, value $46,116,000.

    13F-HR 0001608531-24-000001 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 79,412 shares
    Change vs previous 13F not available

    4.91% of the 13F portfolio, value $42,654,000.

    13F-HR 0001608531-23-000004 filed by Grassi Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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