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Kondo Wealth Advisors, Inc.: LLY position timeline

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

Kondo Wealth Advisors, Inc. held 269 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 269 shares
    Change vs previous 13F +11 shares

    0.11% of the 13F portfolio, value $322,839.

    13F-HR 0001172661-26-002722 filed by Kondo Wealth Advisors, 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 258 shares
    Change vs previous 13F +6 shares

    0.09% of the 13F portfolio, value $237,443.

    13F-HR 0001172661-26-001652 filed by Kondo Wealth Advisors, 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 252 shares
    Change vs previous 13F +252 shares

    0.1% of the 13F portfolio, value $270,974.

    13F-HR 0001172661-26-000403 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -248 shares

    13F-HR 0001172661-25-002771 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-03-31
    13F 248 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $204,928.

    13F-HR 0001172661-25-002441 filed by Kondo Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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