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IEQ CAPITAL, LLC: LLY position timeline

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

IEQ CAPITAL, LLC held 106,721 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 106,721 shares
    Change vs previous 13F -4,328 shares

    0.59% of the 13F portfolio, value $128,004,635.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, 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 111,049 shares
    Change vs previous 13F +11,475 shares

    0.47% of the 13F portfolio, value $102,138,874.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, 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 99,574 shares
    Change vs previous 13F +15,974 shares

    0.32% of the 13F portfolio, value $107,009,870.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, 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 83,600 shares
    Change vs previous 13F +11,473 shares

    0.19% of the 13F portfolio, value $63,786,160.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, 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 72,127 shares
    Change vs previous 13F -8,672 shares

    0.34% of the 13F portfolio, value $56,225,393.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, 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 80,799 shares
    Change vs previous 13F +14,015 shares

    0.53% of the 13F portfolio, value $66,733,599.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, 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 66,784 shares
    Change vs previous 13F +4,595 shares

    0.5% of the 13F portfolio, value $51,557,492.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, 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 62,189 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $55,095,198.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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