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PERSONAL CFO SOLUTIONS, LLC: LLY position timeline

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

PERSONAL CFO SOLUTIONS, LLC held 4,041 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 4,041 shares
    Change vs previous 13F -439 shares

    0.7% of the 13F portfolio, value $4,846,496.

    13F-HR 0001677501-26-000009 filed by PERSONAL CFO SOLUTIONS, 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 4,480 shares
    Change vs previous 13F -155 shares

    0.58% of the 13F portfolio, value $4,120,586.

    13F-HR 0001677501-26-000005 filed by PERSONAL CFO SOLUTIONS, 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 4,635 shares
    Change vs previous 13F +282 shares

    0.79% of the 13F portfolio, value $4,980,670.

    13F-HR 0001677501-26-000002 filed by PERSONAL CFO SOLUTIONS, 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 4,353 shares
    Change vs previous 13F -113 shares

    0.58% of the 13F portfolio, value $3,321,480.

    13F-HR 0001677501-25-000013 filed by PERSONAL CFO SOLUTIONS, 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 4,466 shares
    Change vs previous 13F +289 shares

    0.64% of the 13F portfolio, value $3,481,630.

    13F-HR 0001677501-25-000008 filed by PERSONAL CFO SOLUTIONS, 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 4,177 shares
    Change vs previous 13F +875 shares

    0.7% of the 13F portfolio, value $3,449,663.

    13F-HR 0001677501-25-000006 filed by PERSONAL CFO SOLUTIONS, 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 3,302 shares
    Change vs previous 13F +562 shares

    0.5% of the 13F portfolio, value $2,549,183.

    13F-HR 0001677501-25-000004 filed by PERSONAL CFO SOLUTIONS, 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 2,740 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $2,427,097.

    13F-HR 0001677501-24-000006 filed by PERSONAL CFO SOLUTIONS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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