Invst, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invst, LLC on LLY, newest first. How the timeline and the estimate are built.
Invst, LLC held 8,643 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 8,643 sharesChange vs previous 13F +3,381 shares
1.01% of the 13F portfolio, value $10,366,116.
13F-HR 0001867587-26-000005 filed by Invst, 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 5,262 sharesChange vs previous 13F -1,602 shares
0.55% of the 13F portfolio, value $4,840,161.
13F-HR 0001867587-26-000004 filed by Invst, 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 6,864 sharesChange vs previous 13F +3,494 shares
0.8% of the 13F portfolio, value $7,376,991.
13F-HR 0001867587-26-000002 filed by Invst, 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 3,370 sharesChange vs previous 13F -84 shares
0.29% of the 13F portfolio, value $2,571,323.
13F-HR 0001867587-26-000001 filed by Invst, 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 3,454 sharesChange vs previous 13F +166 shares
0.34% of the 13F portfolio, value $2,692,393.
13F-HR 0001867587-25-000005 filed by Invst, 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 3,288 sharesChange vs previous 13F -2,291 shares
0.37% of the 13F portfolio, value $2,715,384.
13F-HR 0001867587-25-000003 filed by Invst, 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 5,579 sharesChange vs previous 13F +27 shares
0.52% of the 13F portfolio, value $4,306,642.
13F-HR 0001867587-25-000002 filed by Invst, 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 5,552 sharesChange vs previous 13F not available
0.6% of the 13F portfolio, value $4,918,417.
13F-HR 0001867587-24-000004 filed by Invst, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).