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
- period ended2026-06-3013F 106,721 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 111,049 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 99,574 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 83,600 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 72,127 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 80,799 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 66,784 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 62,189 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).