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IAM Advisory, LLC: LLY position timeline

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

IAM Advisory, LLC held 4,638 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,638 shares
    Change vs previous 13F -13 shares

    1.08% of the 13F portfolio, value $5,563,257.

    13F-HR 0001951757-26-001001 filed by IAM Advisory, 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 4,651 shares
    Change vs previous 13F -113 shares

    0.96% of the 13F portfolio, value $4,277,719.

    13F-HR 0001951757-26-000576 filed by IAM Advisory, 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 4,764 shares
    Change vs previous 13F -200 shares

    1.14% of the 13F portfolio, value $5,120,046.

    13F-HR 0001951757-26-000017 filed by IAM Advisory, 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 4,964 shares
    Change vs previous 13F -44 shares

    0.85% of the 13F portfolio, value $3,787,160.

    13F-HR 0001951757-25-001179 filed by IAM Advisory, 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 5,008 shares
    Change vs previous 13F -103 shares

    0.94% of the 13F portfolio, value $3,903,823.

    13F-HR 0001951757-25-000585 filed by IAM Advisory, 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 5,111 shares
    Change vs previous 13F -264 shares

    1.1% of the 13F portfolio, value $4,221,066.

    13F-HR 0001951757-25-000329 filed by IAM Advisory, 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 5,375 shares
    Change vs previous 13F -115 shares

    1.05% of the 13F portfolio, value $4,149,153.

    13F-HR 0001951757-25-000046 filed by IAM Advisory, 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 5,490 shares
    Change vs previous 13F not available

    1.23% of the 13F portfolio, value $4,863,985.

    13F-HR 0001951757-24-000971 filed by IAM Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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