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Disclosery

Prosperity Planning, Inc.: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Planning, Inc. on LLY, newest first. How the timeline and the estimate are built.

Prosperity Planning, Inc. held 535 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 535 shares
    Change vs previous 13F +27 shares

    0.14% of the 13F portfolio, value $619,469.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 508 shares
    Change vs previous 13F 0 shares

    0.14% of the 13F portfolio, value $609,310.

    13F-HR 0001843292-26-000004 filed by Prosperity Planning, Inc.
    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 508 shares
    Change vs previous 13F +66 shares

    0.12% of the 13F portfolio, value $467,243.

    13F-HR 0001843292-26-000002 filed by Prosperity Planning, Inc.
    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 442 shares
    Change vs previous 13F +12 shares

    0.12% of the 13F portfolio, value $475,009.

    13F-HR 0001843292-26-000001 filed by Prosperity Planning, Inc.
    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 430 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $328,090.

    13F-HR 0001085146-25-005863 filed by Prosperity Planning, Inc.
    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 430 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $335,198.

    13F-HR 0001085146-25-003753 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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