Skip to content
Disclosery

Marion Wealth Management: LLY position timeline

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

Marion Wealth Management held 3,761 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,761 shares
    Change vs previous 13F +100 shares

    0.92% of the 13F portfolio, value $4,510,699.

    13F-HR 0001911097-26-000003 filed by Marion Wealth 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 3,661 shares
    Change vs previous 13F +100 shares

    0.75% of the 13F portfolio, value $3,366,922.

    13F-HR 0001911097-26-000002 filed by Marion Wealth 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 3,561 shares
    Change vs previous 13F +64 shares

    0.84% of the 13F portfolio, value $3,789,440.

    13F-HR 0001911097-26-000001 filed by Marion Wealth 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 3,497 shares
    Change vs previous 13F -76 shares

    0.63% of the 13F portfolio, value $2,668,564.

    13F-HR 0001911097-25-000006 filed by Marion Wealth 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 3,573 shares
    Change vs previous 13F +405 shares

    0.7% of the 13F portfolio, value $2,785,549.

    13F-HR 0001911097-25-000004 filed by Marion Wealth 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 3,168 shares
    Change vs previous 13F +2,633 shares

    0.7% of the 13F portfolio, value $2,616,716.

    13F-HR 0001911097-25-000002 filed by Marion Wealth 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 535 shares
    Change vs previous 13F -45 shares

    0.11% of the 13F portfolio, value $413,190.

    13F-HR 0001911097-25-000001 filed by Marion Wealth Management
    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 580 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $513,990.

    13F-HR 0001911097-24-000005 filed by Marion Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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