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Disclosery

NewEdge Wealth, LLC: LLY position timeline

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

NewEdge Wealth, LLC held 64,986 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,986 shares
    Change vs previous 13F +1,182 shares

    0.79% of the 13F portfolio, value $77,946,481.

    13F-HR 0001580642-26-005094 filed by NewEdge 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 63,804 shares
    Change vs previous 13F +29 shares

    0.7% of the 13F portfolio, value $58,684,782.

    13F-HR 0001580642-26-003156 filed by NewEdge 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 63,775 shares
    Change vs previous 13F +6,387 shares

    0.77% of the 13F portfolio, value $68,537,872.

    13F-HR 0001580642-26-000700 filed by NewEdge 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 57,388 shares
    Change vs previous 13F -9,982 shares

    0.76% of the 13F portfolio, value $53,129,962.

    13F-HR 0001580642-25-007152 filed by NewEdge 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 67,370 shares
    Change vs previous 13F -1,335 shares

    0.68% of the 13F portfolio, value $43,174,744.

    13F-HR 0001580642-25-005035 filed by NewEdge 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 68,705 shares
    Change vs previous 13F -11,694 shares

    1.03% of the 13F portfolio, value $56,743,905.

    13F-HR 0001580642-25-003038 filed by NewEdge 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 80,399 shares
    Change vs previous 13F +6,103 shares

    1.08% of the 13F portfolio, value $62,067,868.

    13F-HR 0001580642-25-000776 filed by NewEdge 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 74,296 shares
    Change vs previous 13F not available

    1.19% of the 13F portfolio, value $65,822,237.

    13F-HR 0001580642-24-006887 filed by NewEdge Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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