HHM Wealth Advisors, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HHM Wealth Advisors, LLC on LLY, newest first. How the timeline and the estimate are built.
HHM Wealth Advisors, LLC held 2,201 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-13.
the latest 13F is the newest step
- period ended2026-06-3013F 2,201 sharesChange vs previous 13F +97 shares
0.27% of the 13F portfolio, value $2,639,615.
13F-HR 0001750086-26-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,104 sharesChange vs previous 13F +176 shares
0.22% of the 13F portfolio, value $1,934,748.
13F-HR 0001750086-26-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,928 sharesChange vs previous 13F -19 shares
0.24% of the 13F portfolio, value $2,071,984.
13F-HR 0001750086-26-000001 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,947 sharesChange vs previous 13F -624 shares
0.17% of the 13F portfolio, value $1,485,561.
13F-HR 0001750086-25-000008 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,571 sharesChange vs previous 13F -51 shares
0.24% of the 13F portfolio, value $2,004,188.
13F-HR 0001750086-25-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,622 sharesChange vs previous 13F +86 shares
0.29% of the 13F portfolio, value $2,165,550.
13F-HR 0001750086-25-000003 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,536 sharesChange vs previous 13F +65 shares
0.27% of the 13F portfolio, value $1,957,792.
13F-HR 0001750086-25-000002 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 2,471 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $2,189,158.
13F-HR 0001750086-24-000004 filed by HHM Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).