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Retirement Wealth Solutions LLC: LLY position timeline

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

Retirement Wealth Solutions LLC held 135 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 135 shares
    Change vs previous 13F +26 shares

    0.08% of the 13F portfolio, value $156,208.

    13F-HR 0002044741-26-000005 filed by Retirement Wealth Solutions LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 109 shares
    Change vs previous 13F +14 shares

    0.07% of the 13F portfolio, value $130,740.

    13F-HR 0002044741-26-000003 filed by Retirement Wealth Solutions 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 95 shares
    Change vs previous 13F -90 shares

    0.06% of the 13F portfolio, value $87,380.

    13F-HR 0002044741-26-000002 filed by Retirement Wealth Solutions 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 185 shares
    Change vs previous 13F +21 shares

    0.13% of the 13F portfolio, value $198,817.

    13F-HR 0002044741-26-000001 filed by Retirement Wealth Solutions 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 164 shares
    Change vs previous 13F +15 shares

    0.08% of the 13F portfolio, value $124,960.

    13F-HR 0002044741-25-000005 filed by Retirement Wealth Solutions 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 149 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $116,520.

    13F-HR 0002044741-25-000004 filed by Retirement Wealth Solutions 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 149 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $123,220.

    13F-HR 0002044741-25-000002 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 149 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $119,128.

    13F-HR 0002044741-25-000001 filed by Retirement Wealth Solutions LLC
    Filed (acceptance time not in the bulk data set), ingested

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