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Disclosery

Harold Davidson & Associates Inc.: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Harold Davidson & Associates Inc. on LLY, newest first. How the timeline and the estimate are built.

Harold Davidson & Associates Inc. held 4,767 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,767 shares
    Change vs previous 13F +97 shares

    2.48% of the 13F portfolio, value $5,717,338.

    13F-HR 0002085853-26-000738 filed by Harold Davidson & Associates Inc.
    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 4,670 shares
    Change vs previous 13F +13 shares

    2.09% of the 13F portfolio, value $4,295,326.

    13F-HR 0001172661-26-001578 filed by Harold Davidson & Associates Inc.
    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 4,657 shares
    Change vs previous 13F +58 shares

    2.21% of the 13F portfolio, value $5,004,785.

    13F-HR 0001172661-26-000598 filed by Harold Davidson & Associates Inc.
    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 4,599 shares
    Change vs previous 13F +1,417 shares

    1.59% of the 13F portfolio, value $3,509,037.

    13F-HR 0001172661-25-004647 filed by Harold Davidson & Associates Inc.
    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 3,182 shares
    Change vs previous 13F -902 shares

    1.61% of the 13F portfolio, value $2,480,464.

    13F-HR 0001172661-25-002990 filed by Harold Davidson & Associates Inc.
    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 4,084 shares
    Change vs previous 13F +42 shares

    1.84% of the 13F portfolio, value $3,373,016.

    13F-HR 0001172661-25-002437 filed by Harold Davidson & Associates Inc.
    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 4,042 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $3,120,424.

    13F-HR 0001172661-25-002436 filed by Harold Davidson & Associates Inc.
    Filed (acceptance time not in the bulk data set), ingested

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