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Disclosery

RMR Wealth Builders: LLY position timeline

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

RMR Wealth Builders held 7,409 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,409 shares
    Change vs previous 13F +1,389 shares

    0.55% of the 13F portfolio, value $8,886,211.

    13F-HR 0001420506-26-001286 filed by RMR Wealth Builders
    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 6,020 shares
    Change vs previous 13F +416 shares

    0.44% of the 13F portfolio, value $5,536,886.

    13F-HR 0001420506-26-000699 filed by RMR Wealth Builders
    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 5,604 shares
    Change vs previous 13F +302 shares

    0.48% of the 13F portfolio, value $6,022,838.

    13F-HR 0001420506-26-000102 filed by RMR Wealth Builders
    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 5,302 shares
    Change vs previous 13F +108 shares

    0.34% of the 13F portfolio, value $4,045,786.

    13F-HR 0001420506-25-002994 filed by RMR Wealth Builders
    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 5,194 shares
    Change vs previous 13F +277 shares

    0.37% of the 13F portfolio, value $4,048,862.

    13F-HR 0001420506-25-001478 filed by RMR Wealth Builders
    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 4,917 shares
    Change vs previous 13F +231 shares

    0.43% of the 13F portfolio, value $4,060,919.

    13F-HR 0001420506-25-000775 filed by RMR Wealth Builders
    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 4,686 shares
    Change vs previous 13F +107 shares

    0.37% of the 13F portfolio, value $3,617,678.

    13F-HR/A 0001420506-25-000027 filed by RMR Wealth Builders
    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 4,579 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $4,056,685.

    13F-HR 0001420506-24-002151 filed by RMR Wealth Builders
    Filed (acceptance time not in the bulk data set), ingested

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