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Jessup Wealth Management, Inc: LLY position timeline

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

Jessup Wealth Management, Inc held 864 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 864 shares
    Change vs previous 13F -26 shares

    0.31% of the 13F portfolio, value $1,036,546.

    13F-HR 0001963536-26-000005 filed by Jessup Wealth Management, Inc
    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 890 shares
    Change vs previous 13F -364 shares

    0.3% of the 13F portfolio, value $818,516.

    13F-HR 0001963536-26-000003 filed by Jessup Wealth Management, Inc
    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 1,254 shares
    Change vs previous 13F +108 shares

    0.45% of the 13F portfolio, value $1,347,783.

    13F-HR 0001963536-26-000001 filed by Jessup Wealth Management, Inc
    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 1,146 shares
    Change vs previous 13F -28 shares

    0.33% of the 13F portfolio, value $874,094.

    13F-HR 0001963536-25-000002 filed by Jessup Wealth Management, Inc
    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 1,174 shares
    Change vs previous 13F +852 shares

    0.37% of the 13F portfolio, value $915,112.

    13F-HR 0001085146-25-004502 filed by Jessup Wealth Management, Inc
    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 322 shares
    Change vs previous 13F -70 shares

    0.11% of the 13F portfolio, value $265,656.

    13F-HR 0001085146-25-002478 filed by Jessup Wealth Management, Inc
    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 392 shares
    Change vs previous 13F +19 shares

    0.13% of the 13F portfolio, value $302,904.

    13F-HR 0001085146-25-000673 filed by Jessup Wealth Management, Inc
    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 373 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $330,539.

    13F-HR 0001085146-24-004740 filed by Jessup Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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