MN Wealth Advisors, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MN Wealth Advisors, LLC on LLY, newest first. How the timeline and the estimate are built.
MN Wealth Advisors, LLC held 2,092 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 2,092 sharesChange vs previous 13F +44 shares
1.07% of the 13F portfolio, value $2,509,353.
13F-HR 0001992972-26-000004 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,048 sharesChange vs previous 13F +53 shares
0.92% of the 13F portfolio, value $1,884,301.
13F-HR 0001992972-26-000002 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,995 sharesChange vs previous 13F -10 shares
1.08% of the 13F portfolio, value $2,144,798.
13F-HR 0001992972-26-000001 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,005 sharesChange vs previous 13F +32 shares
0.82% of the 13F portfolio, value $1,530,387.
13F-HR 0001992972-25-000007 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,973 sharesChange vs previous 13F -131 shares
0.89% of the 13F portfolio, value $1,538,190.
13F-HR 0001992972-25-000005 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,104 sharesChange vs previous 13F -52 shares
1.02% of the 13F portfolio, value $1,738,079.
13F-HR 0001992972-25-000002 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,156 sharesChange vs previous 13F +272 shares
0.94% of the 13F portfolio, value $1,665,051.
13F-HR 0001992972-25-000001 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,884 sharesChange vs previous 13F not available
0.95% of the 13F portfolio, value $1,669,173.
13F-HR 0001992972-24-000004 filed by MN Wealth Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).