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HB Wealth Management, LLC: LLY position timeline

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

HB Wealth Management, LLC held 64,452 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,452 shares
    Change vs previous 13F +1,424 shares

    0.43% of the 13F portfolio, value $77,306,682.

    13F-HR 0001172661-26-002920 filed by HB Wealth Management, LLC
    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 63,028 shares
    Change vs previous 13F +3,907 shares

    0.38% of the 13F portfolio, value $57,971,737.

    13F-HR 0001172661-26-001543 filed by HB Wealth Management, LLC
    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 59,121 shares
    Change vs previous 13F +2,252 shares

    0.41% of the 13F portfolio, value $63,536,484.

    13F-HR 0001172661-26-000353 filed by HB Wealth Management, LLC
    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 56,869 shares
    Change vs previous 13F +4,068 shares

    0.29% of the 13F portfolio, value $43,391,301.

    13F-HR 0001172661-25-004398 filed by HB Wealth Management, LLC
    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 52,801 shares
    Change vs previous 13F -2,494 shares

    0.33% of the 13F portfolio, value $41,160,685.

    13F-HR 0001172661-25-002644 filed by HB Wealth Management, LLC
    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 55,295 shares
    Change vs previous 13F +11,512 shares

    0.38% of the 13F portfolio, value $45,669,085.

    13F-HR 0001172661-25-001594 filed by HB Wealth Management, LLC
    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 43,783 shares
    Change vs previous 13F +1,214 shares

    0.35% of the 13F portfolio, value $33,801,682.

    13F-HR 0001172661-25-000193 filed by HB Wealth Management, LLC
    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 42,569 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $37,714,387.

    13F-HR 0001172661-24-004257 filed by HB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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