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Disclosery

PDS Planning, Inc: LLY position timeline

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

PDS Planning, Inc held 7,599 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,599 shares
    Change vs previous 13F +293 shares

    0.53% of the 13F portfolio, value $9,114,021.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 7,306 shares
    Change vs previous 13F -29 shares

    0.44% of the 13F portfolio, value $6,719,415.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 7,335 shares
    Change vs previous 13F +341 shares

    0.53% of the 13F portfolio, value $7,883,086.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 6,994 shares
    Change vs previous 13F -388 shares

    0.37% of the 13F portfolio, value $5,336,663.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 7,382 shares
    Change vs previous 13F +660 shares

    0.43% of the 13F portfolio, value $5,754,291.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 6,722 shares
    Change vs previous 13F +796 shares

    0.47% of the 13F portfolio, value $5,552,099.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 5,926 shares
    Change vs previous 13F +74 shares

    0.41% of the 13F portfolio, value $4,574,984.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 5,852 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $5,184,240.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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