Momentum Wealth Planning, LLC: LLY position timeline

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

Momentum Wealth Planning, LLC held 1,570 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 1,570 shares
Change vs previous 13F +526 shares
1.41% of the 13F portfolio, value $1,883,105.
13F-HR 0001765380-26-000284 filed by Momentum Wealth Planning, LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,044 shares
Change vs previous 13F not available
0.87% of the 13F portfolio, value $960,240.
13F-HR 0001765380-26-000179 filed by Momentum Wealth Planning, LLC
Filed 2026-05-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).