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Icon Wealth Advisors, LLC: LLY position timeline

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

Icon Wealth Advisors, LLC held 9,178 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,178 shares
    Change vs previous 13F +754 shares

    0.66% of the 13F portfolio, value $11,007,946.

    13F-HR 0001963212-26-000003 filed by Icon Wealth Advisors, 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 8,424 shares
    Change vs previous 13F -5,936 shares

    0.47% of the 13F portfolio, value $7,170,748.

    13F-HR 0001963212-26-000002 filed by Icon Wealth Advisors, 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 14,360 shares
    Change vs previous 13F -203 shares

    1.02% of the 13F portfolio, value $15,285,758.

    13F-HR 0001963212-26-000001 filed by Icon Wealth Advisors, 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 14,563 shares
    Change vs previous 13F +430 shares

    0.75% of the 13F portfolio, value $11,111,451.

    13F-HR 0001963212-25-000007 filed by Icon Wealth Advisors, 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 14,133 shares
    Change vs previous 13F -69 shares

    0.78% of the 13F portfolio, value $11,016,978.

    13F-HR 0001963212-25-000004 filed by Icon Wealth Advisors, 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 14,202 shares
    Change vs previous 13F +2,165 shares

    0.96% of the 13F portfolio, value $11,729,405.

    13F-HR 0001963212-25-000003 filed by Icon Wealth Advisors, 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 12,037 shares
    Change vs previous 13F +2,436 shares

    0.76% of the 13F portfolio, value $9,292,569.

    13F-HR 0001963212-25-000002 filed by Icon Wealth Advisors, 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/A 9,601 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $8,506,236.

    13F-HR/A 0001963212-24-000008 filed by Icon Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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