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IVC Wealth Advisors LLC: LLY position timeline

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

IVC Wealth Advisors LLC held 1,341 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 1,341 shares
    Change vs previous 13F +2 shares

    0.63% of the 13F portfolio, value $1,608,436.

    13F-HR 0001842811-26-000003 filed by IVC Wealth Advisors 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 1,339 shares
    Change vs previous 13F -92 shares

    0.53% of the 13F portfolio, value $1,231,572.

    13F-HR 0001842811-26-000002 filed by IVC Wealth Advisors 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 1,431 shares
    Change vs previous 13F +20 shares

    0.67% of the 13F portfolio, value $1,537,867.

    13F-HR 0001842811-26-000001 filed by IVC Wealth Advisors 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 1,411 shares
    Change vs previous 13F -52 shares

    0.48% of the 13F portfolio, value $1,076,593.

    13F-HR 0001842811-25-000003 filed by IVC Wealth Advisors 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 1,463 shares
    Change vs previous 13F +29 shares

    0.56% of the 13F portfolio, value $1,140,452.

    13F-HR 0001667731-25-000915 filed by IVC Wealth Advisors 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 1,434 shares
    Change vs previous 13F +16 shares

    0.64% of the 13F portfolio, value $1,184,355.

    13F-HR 0001667731-25-000382 filed by IVC Wealth Advisors 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 1,418 shares
    Change vs previous 13F -94 shares

    0.61% of the 13F portfolio, value $1,094,696.

    13F-HR 0001667731-25-000042 filed by IVC Wealth Advisors 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 1,512 shares
    Change vs previous 13F not available

    0.73% of the 13F portfolio, value $1,339,541.

    13F-HR 0001842811-24-000004 filed by IVC Wealth Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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