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Disclosery

InvesTrust: LLY position timeline

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

InvesTrust held 5,576 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 5,576 shares
    Change vs previous 13F -208 shares

    2.57% of the 13F portfolio, value $6,688,021.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 5,784 shares
    Change vs previous 13F -129 shares

    2.24% of the 13F portfolio, value $5,319,949.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 5,913 shares
    Change vs previous 13F -601 shares

    2.46% of the 13F portfolio, value $6,354,582.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 6,514 shares
    Change vs previous 13F -14 shares

    1.82% of the 13F portfolio, value $4,970,182.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 6,528 shares
    Change vs previous 13F -4,313 shares

    1.96% of the 13F portfolio, value $5,088,772.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 10,841 shares
    Change vs previous 13F -540 shares

    2.45% of the 13F portfolio, value $8,953,690.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 11,381 shares
    Change vs previous 13F not available

    2.45% of the 13F portfolio, value $8,797,019.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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