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Disclosery

Peterson Wealth Services: LLY position timeline

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

Peterson Wealth Services held 4,914 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,914 shares
    Change vs previous 13F +12 shares

    1.28% of the 13F portfolio, value $5,894,268.

    13F-HR 0001906799-26-000004 filed by Peterson Wealth Services
    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 4,902 shares
    Change vs previous 13F +298 shares

    1.11% of the 13F portfolio, value $4,508,231.

    13F-HR 0001906799-26-000002 filed by Peterson Wealth Services
    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 4,604 shares
    Change vs previous 13F -2,630 shares

    1.27% of the 13F portfolio, value $4,947,907.

    13F-HR 0001906799-26-000001 filed by Peterson Wealth Services
    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 7,234 shares
    Change vs previous 13F +2,634 shares

    0.97% of the 13F portfolio, value $3,509,641.

    13F-HR 0001906799-25-000004 filed by Peterson Wealth Services
    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 4,600 shares
    Change vs previous 13F +84 shares

    0.98% of the 13F portfolio, value $3,585,798.

    13F-HR 0001729869-25-000005 filed by Peterson Wealth Services
    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 4,516 shares
    Change vs previous 13F +138 shares

    1.16% of the 13F portfolio, value $3,729,897.

    13F-HR 0001906799-25-000001 filed by Peterson Wealth Services
    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 4,378 shares
    Change vs previous 13F -239 shares

    1.01% of the 13F portfolio, value $3,379,875.

    13F-HR 0002012421-25-000004 filed by Peterson Wealth Services
    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 4,617 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $4,090,796.

    13F-HR 0001906799-24-000005 filed by Peterson Wealth Services
    Filed (acceptance time not in the bulk data set), ingested

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