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Disclosery

PETERSON WEALTH MANAGEMENT: LLY position timeline

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

PETERSON WEALTH MANAGEMENT held 3,798 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 3,798 shares
    Change vs previous 13F +3,470 shares

    2.12% of the 13F portfolio, value $4,555,435.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH MANAGEMENT
    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 328 shares
    Change vs previous 13F +62 shares

    0.17% of the 13F portfolio, value $301,685.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH MANAGEMENT
    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 266 shares
    Change vs previous 13F +266 shares

    0.21% of the 13F portfolio, value $285,865.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH MANAGEMENT
    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 0 shares
    Change vs previous 13F -4,047 shares

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2025-06-30
    13F 4,047 shares
    Change vs previous 13F -110 shares

    1.87% of the 13F portfolio, value $3,154,765.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH MANAGEMENT
    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 4,157 shares
    Change vs previous 13F -794 shares

    2.31% of the 13F portfolio, value $3,433,202.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH MANAGEMENT
    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 4,951 shares
    Change vs previous 13F +1,065 shares

    2.27% of the 13F portfolio, value $3,822,545.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    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 3,886 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $3,443,078.

    13F-HR 0001172661-24-004711 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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