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Proactive Wealth Strategies LLC: LLY position timeline

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

Proactive Wealth Strategies LLC held 9,669 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,669 shares
    Change vs previous 13F +563 shares

    1.86% of the 13F portfolio, value $11,610,364.

    13F-HR 0002043129-26-000003 filed by Proactive Wealth Strategies 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 9,106 shares
    Change vs previous 13F +4,810 shares

    1.58% of the 13F portfolio, value $8,385,740.

    13F-HR 0002043129-26-000002 filed by Proactive Wealth Strategies 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 4,296 shares
    Change vs previous 13F +351 shares

    1.83% of the 13F portfolio, value $4,616,266.

    13F-HR 0002043129-26-000001 filed by Proactive Wealth Strategies 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 3,945 shares
    Change vs previous 13F +2,547 shares

    1.3% of the 13F portfolio, value $3,009,678.

    13F-HR 0002043129-25-000006 filed by Proactive Wealth Strategies 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 1,398 shares
    Change vs previous 13F +74 shares

    0.51% of the 13F portfolio, value $1,090,000.

    13F-HR 0002043129-25-000004 filed by Proactive Wealth Strategies 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 1,324 shares
    Change vs previous 13F +68 shares

    0.58% of the 13F portfolio, value $1,093,000.

    13F-HR 0002043129-25-000003 filed by Proactive Wealth Strategies 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 1,256 shares
    Change vs previous 13F +814 shares

    0.5% of the 13F portfolio, value $969,000.

    13F-HR 0002043129-25-000001 filed by Proactive Wealth Strategies 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 442 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $392,000.

    13F-HR 0002043129-24-000001 filed by Proactive Wealth Strategies LLC
    Filed (acceptance time not in the bulk data set), ingested

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