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MinichMacGregor Wealth Management, LLC: LLY position timeline

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

MinichMacGregor Wealth Management, LLC held 808 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 808 shares
    Change vs previous 13F +332 shares

    0.15% of the 13F portfolio, value $969,400.

    13F-HR 0001172661-26-002643 filed by MinichMacGregor Wealth Management, LLC
    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 476 shares
    Change vs previous 13F -45 shares

    0.08% of the 13F portfolio, value $437,990.

    13F-HR 0001172661-26-001514 filed by MinichMacGregor Wealth Management, LLC
    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 521 shares
    Change vs previous 13F -177 shares

    0.1% of the 13F portfolio, value $560,456.

    13F-HR 0001172661-26-000974 filed by MinichMacGregor Wealth Management, LLC
    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 698 shares
    Change vs previous 13F -9,766 shares

    0.1% of the 13F portfolio, value $530,641.

    13F-HR 0001172661-25-004469 filed by MinichMacGregor Wealth Management, LLC
    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 10,464 shares
    Change vs previous 13F -1,110 shares

    1.74% of the 13F portfolio, value $8,157,184.

    13F-HR 0001172661-25-002620 filed by MinichMacGregor Wealth Management, LLC
    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 11,574 shares
    Change vs previous 13F +10,659 shares

    2.14% of the 13F portfolio, value $9,559,429.

    13F-HR 0001172661-25-001533 filed by MinichMacGregor Wealth Management, LLC
    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 915 shares
    Change vs previous 13F +185 shares

    0.15% of the 13F portfolio, value $706,570.

    13F-HR 0001172661-25-000264 filed by MinichMacGregor Wealth Management, LLC
    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 730 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $646,741.

    13F-HR 0001172661-24-004416 filed by MinichMacGregor Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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