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Nvest Financial, LLC: LLY position timeline

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

Nvest Financial, LLC held 4,745 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,745 shares
    Change vs previous 13F +2,450 shares

    1.8% of the 13F portfolio, value $5,691,806.

    13F-HR 0001951757-26-001090 filed by Nvest Financial, 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 2,295 shares
    Change vs previous 13F +4 shares

    0.79% of the 13F portfolio, value $2,111,036.

    13F-HR 0001951757-26-000748 filed by Nvest Financial, 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 2,291 shares
    Change vs previous 13F +49 shares

    1.02% of the 13F portfolio, value $2,462,574.

    13F-HR 0001951757-26-000418 filed by Nvest Financial, 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 2,242 shares
    Change vs previous 13F -32 shares

    0.98% of the 13F portfolio, value $1,710,816.

    13F-HR 0001951757-25-001414 filed by Nvest Financial, 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 2,274 shares
    Change vs previous 13F +13 shares

    0.92% of the 13F portfolio, value $1,772,653.

    13F-HR 0001085146-25-004208 filed by Nvest Financial, 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 2,261 shares
    Change vs previous 13F -25 shares

    1% of the 13F portfolio, value $1,867,755.

    13F-HR 0001085146-25-002281 filed by Nvest Financial, 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 2,286 shares
    Change vs previous 13F +758 shares

    0.9% of the 13F portfolio, value $1,764,875.

    13F-HR 0001085146-25-000413 filed by Nvest Financial, 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 1,528 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $1,353,526.

    13F-HR 0001085146-24-004757 filed by Nvest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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