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Disclosery

Principle Wealth Partners LLC: LLY position timeline

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

Principle Wealth Partners LLC held 11,921 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,921 shares
    Change vs previous 13F -253 shares

    0.71% of the 13F portfolio, value $14,298,595.

    13F-HR 0001951757-26-001184 filed by Principle Wealth Partners 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 12,174 shares
    Change vs previous 13F -500 shares

    0.64% of the 13F portfolio, value $11,197,480.

    13F-HR 0001951757-26-000791 filed by Principle Wealth Partners 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 12,674 shares
    Change vs previous 13F +5,872 shares

    0.77% of the 13F portfolio, value $13,620,260.

    13F-HR 0001951757-26-000397 filed by Principle Wealth Partners 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 6,802 shares
    Change vs previous 13F +47 shares

    0.3% of the 13F portfolio, value $5,189,643.

    13F-HR 0001951757-25-001250 filed by Principle Wealth Partners 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 6,755 shares
    Change vs previous 13F +139 shares

    0.33% of the 13F portfolio, value $5,265,870.

    13F-HR 0001951757-25-001006 filed by Principle Wealth Partners 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 6,616 shares
    Change vs previous 13F +73 shares

    0.39% of the 13F portfolio, value $5,465,038.

    13F-HR 0001951757-25-000521 filed by Principle Wealth Partners 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 6,543 shares
    Change vs previous 13F -34 shares

    0.35% of the 13F portfolio, value $5,051,827.

    13F-HR 0001951757-25-000146 filed by Principle Wealth Partners 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 6,577 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,826,523.

    13F-HR 0001951757-24-001201 filed by Principle Wealth Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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