Skip to content
Disclosery

Holistic Financial Partners: LLY position timeline

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

Holistic Financial Partners held 19,363 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,363 shares
    Change vs previous 13F -48,329 shares

    14.19% of the 13F portfolio, value $23,224,387.

    13F-HR 0001765380-26-000225 filed by Holistic Financial Partners
    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 67,692 shares
    Change vs previous 13F -184 shares

    23.14% of the 13F portfolio, value $62,261,372.

    13F-HR 0001729304-26-000003 filed by Holistic Financial Partners
    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 67,876 shares
    Change vs previous 13F -222 shares

    26.45% of the 13F portfolio, value $72,945,202.

    13F-HR 0001729304-26-000001 filed by Holistic Financial Partners
    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 68,098 shares
    Change vs previous 13F -25 shares

    21.28% of the 13F portfolio, value $51,959,038.

    13F-HR 0001729304-25-000003 filed by Holistic Financial Partners
    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 68,123 shares
    Change vs previous 13F -690 shares

    23.24% of the 13F portfolio, value $53,103,827.

    13F-HR 0001765380-25-000285 filed by Holistic Financial Partners
    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 68,813 shares
    Change vs previous 13F +1,099 shares

    27.39% of the 13F portfolio, value $56,832,974.

    13F-HR 0001765380-25-000171 filed by Holistic Financial Partners
    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 67,714 shares
    Change vs previous 13F -109 shares

    25.96% of the 13F portfolio, value $52,275,501.

    13F-HR 0001765380-25-000036 filed by Holistic Financial Partners
    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 67,823 shares
    Change vs previous 13F not available

    28.92% of the 13F portfolio, value $60,087,472.

    13F-HR 0001765380-24-000410 filed by Holistic Financial Partners
    Filed (acceptance time not in the bulk data set), ingested

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