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Disclosery

Naviter Wealth, LLC: LLY position timeline

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

Naviter Wealth, LLC held 11,109 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,109 shares
    Change vs previous 13F +1,575 shares

    1.21% of the 13F portfolio, value $13,324,050.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, 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 9,534 shares
    Change vs previous 13F +243 shares

    1.1% of the 13F portfolio, value $8,768,689.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, 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 9,291 shares
    Change vs previous 13F -1,020 shares

    1.3% of the 13F portfolio, value $9,984,586.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, 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 10,311 shares
    Change vs previous 13F -391 shares

    0.92% of the 13F portfolio, value $7,867,081.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, 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 10,702 shares
    Change vs previous 13F -99 shares

    1.03% of the 13F portfolio, value $8,342,281.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, 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 10,801 shares
    Change vs previous 13F +782 shares

    1.08% of the 13F portfolio, value $8,883,649.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, 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 10,019 shares
    Change vs previous 13F +4,525 shares

    0.93% of the 13F portfolio, value $7,734,400.

    13F-HR 0001951757-25-000201 filed by Naviter Wealth, 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 5,494 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $4,867,043.

    13F-HR 0001951757-24-001052 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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