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MISSION WEALTH MANAGEMENT, LP: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MISSION WEALTH MANAGEMENT, LP on LLY, newest first. How the timeline and the estimate are built.

MISSION WEALTH MANAGEMENT, LP held 25,625 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,625 shares
    Change vs previous 13F +10,718 shares

    0.38% of the 13F portfolio, value $30,736,090.

    13F-HR 0001172661-26-002692 filed by MISSION WEALTH MANAGEMENT, LP
    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 14,907 shares
    Change vs previous 13F -202 shares

    0.29% of the 13F portfolio, value $13,710,890.

    13F-HR 0001172661-26-002211 filed by MISSION WEALTH MANAGEMENT, LP
    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 15,109 shares
    Change vs previous 13F +1,050 shares

    0.33% of the 13F portfolio, value $16,236,820.

    13F-HR 0001172661-26-000497 filed by MISSION WEALTH MANAGEMENT, LP
    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 14,059 shares
    Change vs previous 13F -1,422 shares

    0.22% of the 13F portfolio, value $10,726,774.

    13F-HR 0001172661-25-004574 filed by MISSION WEALTH MANAGEMENT, LP
    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 15,481 shares
    Change vs previous 13F +935 shares

    0.26% of the 13F portfolio, value $12,067,549.

    13F-HR 0001172661-25-002879 filed by MISSION WEALTH MANAGEMENT, LP
    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 14,546 shares
    Change vs previous 13F +52 shares

    0.3% of the 13F portfolio, value $12,013,437.

    13F-HR 0001085146-25-002181 filed by MISSION WEALTH MANAGEMENT, LP
    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 14,494 shares
    Change vs previous 13F +2,827 shares

    0.27% of the 13F portfolio, value $11,189,385.

    13F-HR 0001085146-25-000853 filed by MISSION WEALTH MANAGEMENT, LP
    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 11,667 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $10,336,125.

    13F-HR 0001085146-24-005256 filed by MISSION WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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