Skip to content
Disclosery

Plan A Wealth LLC: LLY position timeline

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

Plan A Wealth LLC held 673 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 673 shares
    Change vs previous 13F +13 shares

    0.28% of the 13F portfolio, value $778,744.

    13F-HR 0001172661-26-004433 filed by Plan A Wealth LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 660 shares
    Change vs previous 13F +45 shares

    0.34% of the 13F portfolio, value $791,648.

    13F-HR 0001172661-26-002615 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 615 shares
    Change vs previous 13F +41 shares

    0.27% of the 13F portfolio, value $565,673.

    13F-HR 0001172661-26-002250 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 574 shares
    Change vs previous 13F +18 shares

    0.3% of the 13F portfolio, value $616,878.

    13F-HR 0001172661-26-000517 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 556 shares
    Change vs previous 13F +104 shares

    0.22% of the 13F portfolio, value $424,233.

    13F-HR 0001172661-25-004609 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 452 shares
    Change vs previous 13F +152 shares

    0.2% of the 13F portfolio, value $352,348.

    13F-HR 0001172661-25-004608 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 300 shares
    Change vs previous 13F not available

    0.19% of the 13F portfolio, value $247,773.

    13F-HR 0001172661-25-004607 filed by Plan A Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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