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Kagan Cocozza Asset Management: LLY position timeline

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

Kagan Cocozza Asset Management held 2,385 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,385 shares
    Change vs previous 13F -18 shares

    1.79% of the 13F portfolio, value $2,860,868.

    13F-HR 0002063364-26-000263 filed by Kagan Cocozza Asset Management
    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 2,403 shares
    Change vs previous 13F -187 shares

    1.56% of the 13F portfolio, value $2,210,246.

    13F-HR 0002063364-26-000118 filed by Kagan Cocozza Asset Management
    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 2,590 shares
    Change vs previous 13F -16 shares

    1.98% of the 13F portfolio, value $2,783,287.

    13F-HR 0002063364-26-000020 filed by Kagan Cocozza Asset Management
    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 2,606 shares
    Change vs previous 13F -9 shares

    1.51% of the 13F portfolio, value $1,988,173.

    13F-HR 0002063364-25-000250 filed by Kagan Cocozza Asset Management
    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 2,615 shares
    Change vs previous 13F -25 shares

    1.56% of the 13F portfolio, value $2,038,114.

    13F-HR 0002063364-25-000129 filed by Kagan Cocozza Asset Management
    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 2,640 shares
    Change vs previous 13F -112 shares

    1.78% of the 13F portfolio, value $2,180,703.

    13F-HR 0002063364-25-000079 filed by Kagan Cocozza Asset Management
    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 2,752 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $2,124,696.

    13F-HR 0002063364-25-000025 filed by Kagan Cocozza Asset Management
    Filed (acceptance time not in the bulk data set), ingested

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