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Integrated Wealth Concepts LLC: LLY position timeline

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

Integrated Wealth Concepts LLC held 51,116 LLY shares at 2026-06-30 per its 13F-HR/A filed 2026-09-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 51,116 shares
    Change vs previous 13F +11,948 shares

    0.4% of the 13F portfolio, value $61,310,108.

    13F-HR/A 0001737109-26-000007 filed by Integrated Wealth Concepts LLC
    Accepted , ingested

  2. period ended2026-03-31
    13F 39,168 shares
    Change vs previous 13F +11,885 shares

    0.29% of the 13F portfolio, value $36,025,288.

    13F-HR 0001737109-26-000002 filed by Integrated Wealth Concepts 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 27,283 shares
    Change vs previous 13F -10,639 shares

    0.35% of the 13F portfolio, value $29,320,726.

    13F-HR 0001737109-26-000001 filed by Integrated Wealth Concepts 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 37,922 shares
    Change vs previous 13F +7,225 shares

    0.26% of the 13F portfolio, value $28,934,436.

    13F-HR 0001737109-25-000007 filed by Integrated Wealth Concepts 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 30,697 shares
    Change vs previous 13F -632 shares

    0.24% of the 13F portfolio, value $23,929,385.

    13F-HR 0001737109-25-000006 filed by Integrated Wealth Concepts 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 31,329 shares
    Change vs previous 13F +1,891 shares

    0.3% of the 13F portfolio, value $25,874,902.

    13F-HR 0001737109-25-000004 filed by Integrated Wealth Concepts 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 29,438 shares
    Change vs previous 13F +1,519 shares

    0.26% of the 13F portfolio, value $22,725,873.

    13F-HR 0001737109-25-000002 filed by Integrated Wealth Concepts 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 27,919 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $24,734,811.

    13F-HR 0001737109-24-000006 filed by Integrated Wealth Concepts LLC
    Filed (acceptance time not in the bulk data set), ingested

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