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Disclosery

Heritage Family Offices, LLP: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Heritage Family Offices, LLP on LLY, newest first. How the timeline and the estimate are built.

Heritage Family Offices, LLP held 1,911 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 1,911 shares
    Change vs previous 13F +454 shares

    0.89% of the 13F portfolio, value $2,291,665.

    13F-HR 0002019316-26-000005 filed by Heritage Family Offices, LLP
    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 1,457 shares
    Change vs previous 13F +199 shares

    0.59% of the 13F portfolio, value $1,339,764.

    13F-HR 0002019316-26-000002 filed by Heritage Family Offices, LLP
    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 1,258 shares
    Change vs previous 13F -59 shares

    0.61% of the 13F portfolio, value $1,351,519.

    13F-HR 0002019316-26-000001 filed by Heritage Family Offices, LLP
    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 1,317 shares
    Change vs previous 13F -821 shares

    0.47% of the 13F portfolio, value $1,004,558.

    13F-HR 0002019316-25-000006 filed by Heritage Family Offices, LLP
    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 2,138 shares
    Change vs previous 13F 0 shares

    0.89% of the 13F portfolio, value $1,758,146.

    13F-HR 0002019316-25-000003 filed by Heritage Family Offices, LLP
    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 2,138 shares
    Change vs previous 13F +174 shares

    0.9% of the 13F portfolio, value $1,765,403.

    13F-HR 0002019316-25-000002 filed by Heritage Family Offices, LLP
    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 1,964 shares
    Change vs previous 13F +37 shares

    0.76% of the 13F portfolio, value $1,516,568.

    13F-HR 0002019316-25-000001 filed by Heritage Family Offices, LLP
    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 1,927 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,707,597.

    13F-HR 0002019316-24-000002 filed by Heritage Family Offices, LLP
    Filed (acceptance time not in the bulk data set), ingested

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