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Portside Wealth Group, LLC: LLY position timeline

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

Portside Wealth Group, LLC held 5,720 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,720 shares
    Change vs previous 13F -509 shares

    0.8% of the 13F portfolio, value $6,861,059.

    13F-HR 0002085853-26-000726 filed by Portside Wealth Group, 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 6,229 shares
    Change vs previous 13F -1,985 shares

    0.78% of the 13F portfolio, value $5,729,431.

    13F-HR 0002085853-26-000585 filed by Portside Wealth Group, 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 8,214 shares
    Change vs previous 13F -466 shares

    1.2% of the 13F portfolio, value $8,827,619.

    13F-HR 0002085853-26-000060 filed by Portside Wealth Group, 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 8,680 shares
    Change vs previous 13F -365 shares

    0.92% of the 13F portfolio, value $6,622,953.

    13F-HR 0002085853-25-000232 filed by Portside Wealth Group, 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 9,045 shares
    Change vs previous 13F -353 shares

    1.04% of the 13F portfolio, value $7,050,929.

    13F-HR 0001667731-25-001085 filed by Portside Wealth Group, 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/A 9,398 shares
    Change vs previous 13F +2,538 shares

    1.27% of the 13F portfolio, value $7,761,951.

    13F-HR/A 0001667731-25-000429 filed by Portside Wealth Group, 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/A 6,860 shares
    Change vs previous 13F +3,702 shares

    0.88% of the 13F portfolio, value $5,295,939.

    13F-HR/A 0001667731-25-000428 filed by Portside Wealth Group, 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 3,158 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,797,815.

    13F-HR 0001978608-24-000001 filed by Portside Wealth Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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