Skip to content
Disclosery

Philip James Wealth Mangement, LLC: LLY position timeline

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

Philip James Wealth Mangement, LLC held 4,241 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 4,241 shares
    Change vs previous 13F -54 shares

    0.57% of the 13F portfolio, value $5,087,339.

    13F-HR 0002002630-26-000004 filed by Philip James Wealth Mangement, 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 4,295 shares
    Change vs previous 13F +8 shares

    0.45% of the 13F portfolio, value $3,950,253.

    13F-HR 0002002630-26-000002 filed by Philip James Wealth Mangement, 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 4,287 shares
    Change vs previous 13F -199 shares

    0.53% of the 13F portfolio, value $4,607,201.

    13F-HR 0002002630-26-000001 filed by Philip James Wealth Mangement, 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 4,486 shares
    Change vs previous 13F +7 shares

    0.4% of the 13F portfolio, value $3,423,090.

    13F-HR 0002002630-25-000006 filed by Philip James Wealth Mangement, 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 4,479 shares
    Change vs previous 13F -1,500 shares

    0.45% of the 13F portfolio, value $3,491,869.

    13F-HR 0002002630-25-000003 filed by Philip James Wealth Mangement, 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 5,979 shares
    Change vs previous 13F -216 shares

    0.6% of the 13F portfolio, value $4,937,787.

    13F-HR 0002002630-25-000002 filed by Philip James Wealth Mangement, 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 6,195 shares
    Change vs previous 13F -599 shares

    0.62% of the 13F portfolio, value $4,782,389.

    13F-HR 0002002630-25-000001 filed by Philip James Wealth Mangement, 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 6,794 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $6,019,147.

    13F-HR 0002002630-24-000005 filed by Philip James Wealth Mangement, LLC
    Filed (acceptance time not in the bulk data set), ingested

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