Jupiter Wealth Management LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Jupiter Wealth Management LLC on LLY, newest first. How the timeline and the estimate are built.
Jupiter Wealth Management LLC held 2,084 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,084 sharesChange vs previous 13F +348 shares
1% of the 13F portfolio, value $2,499,612.
13F-HR 0001774207-26-000003 filed by Jupiter Wealth Management 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 1,736 sharesChange vs previous 13F -98 shares
0.7% of the 13F portfolio, value $1,763,342.
13F-HR 0001774207-26-000002 filed by Jupiter Wealth Management 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 1,834 sharesChange vs previous 13F +209 shares
0.85% of the 13F portfolio, value $1,904,187.
13F-HR 0001774207-26-000001 filed by Jupiter Wealth Management 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 1,625 sharesChange vs previous 13F 0 shares
0.59% of the 13F portfolio, value $1,239,875.
13F-HR 0001774207-25-000006 filed by Jupiter Wealth Management 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 1,625 sharesChange vs previous 13F +125 shares
0.54% of the 13F portfolio, value $1,073,296.
13F-HR 0001774207-25-000004 filed by Jupiter Wealth Management 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 1,500 sharesChange vs previous 13F 0 shares
0.69% of the 13F portfolio, value $1,132,665.
13F-HR 0001774207-25-000003 filed by Jupiter Wealth Management 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 1,500 sharesChange vs previous 13F 0 shares
0.58% of the 13F portfolio, value $1,158,000.
13F-HR 0001774207-25-000001 filed by Jupiter Wealth Management 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 1,500 sharesChange vs previous 13F not available
0.68% of the 13F portfolio, value $1,328,910.
13F-HR 0001774207-24-000005 filed by Jupiter Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).