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Disclosery

Marcum Wealth, LLC: LLY position timeline

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

Marcum Wealth, LLC held 3,375 LLY shares at 2025-03-31 per its 13F-HR filed 2025-04-02.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 3,375 shares
    Change vs previous 13F +22 shares

    0.24% of the 13F portfolio, value $2,787,449.

    13F-HR 0001784450-25-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 3,353 shares
    Change vs previous 13F +209 shares

    0.22% of the 13F portfolio, value $2,588,410.

    13F-HR 0001784450-25-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 3,144 shares
    Change vs previous 13F +247 shares

    0.26% of the 13F portfolio, value $2,785,161.

    13F-HR 0001784450-24-000006 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 2,897 shares
    Change vs previous 13F -20 shares

    0.26% of the 13F portfolio, value $2,622,886.

    13F-HR 0001784450-24-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 2,917 shares
    Change vs previous 13F +196 shares

    0.23% of the 13F portfolio, value $2,269,309.

    13F-HR 0001784450-24-000003 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F 2,721 shares
    Change vs previous 13F +155 shares

    0.17% of the 13F portfolio, value $1,586,125.

    13F-HR 0001784450-24-000001 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 2,566 shares
    Change vs previous 13F -101 shares

    0.17% of the 13F portfolio, value $1,378,276.

    13F-HR 0001784450-23-000005 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 2,667 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,250,770.

    13F-HR 0001784450-23-000004 filed by Marcum Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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