Skip to content
Disclosery

Performance Wealth Partners, LLC: LLY position timeline

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

Performance Wealth Partners, LLC held 4,570 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 4,570 shares
    Change vs previous 13F +151 shares

    0.14% of the 13F portfolio, value $5,481,732.

    13F-HR 0001951757-26-001190 filed by Performance Wealth Partners, 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 4,419 shares
    Change vs previous 13F +117 shares

    0.12% of the 13F portfolio, value $4,064,390.

    13F-HR 0001951757-26-000568 filed by Performance Wealth Partners, 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 4,302 shares
    Change vs previous 13F +538 shares

    0.13% of the 13F portfolio, value $4,623,749.

    13F-HR 0001951757-26-000258 filed by Performance Wealth Partners, 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 3,764 shares
    Change vs previous 13F -25,941 shares

    0.08% of the 13F portfolio, value $2,872,272.

    13F-HR 0001951757-25-001310 filed by Performance Wealth Partners, 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 29,705 shares
    Change vs previous 13F -4,262 shares

    0.74% of the 13F portfolio, value $23,155,668.

    13F-HR 0001951757-25-000972 filed by Performance Wealth Partners, 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 33,967 shares
    Change vs previous 13F -36,087 shares

    1% of the 13F portfolio, value $28,054,015.

    13F-HR 0001951757-25-000393 filed by Performance Wealth Partners, 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 70,054 shares
    Change vs previous 13F -144 shares

    1.74% of the 13F portfolio, value $54,081,822.

    13F-HR 0001951757-25-000052 filed by Performance Wealth Partners, 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 70,198 shares
    Change vs previous 13F not available

    2.14% of the 13F portfolio, value $62,191,324.

    13F-HR 0001951757-24-001005 filed by Performance Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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