Skip to content
Disclosery

ROI Financial Advisors, LLC: LLY position timeline

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

ROI Financial Advisors, LLC held 9,520 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,520 shares
    Change vs previous 13F -328 shares

    5.91% of the 13F portfolio, value $11,418,032.

    13F-HR 0001941040-26-000606 filed by ROI Financial Advisors, 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 9,848 shares
    Change vs previous 13F -205 shares

    5.42% of the 13F portfolio, value $9,057,530.

    13F-HR 0001941040-26-000371 filed by ROI Financial Advisors, 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 10,053 shares
    Change vs previous 13F -552 shares

    6.2% of the 13F portfolio, value $10,803,606.

    13F-HR 0001941040-26-000135 filed by ROI Financial Advisors, 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 10,605 shares
    Change vs previous 13F -696 shares

    4.83% of the 13F portfolio, value $8,091,661.

    13F-HR 0001941040-25-000608 filed by ROI Financial Advisors, 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 11,301 shares
    Change vs previous 13F -382 shares

    5.6% of the 13F portfolio, value $8,809,193.

    13F-HR 0001941040-25-000430 filed by ROI Financial Advisors, 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 11,683 shares
    Change vs previous 13F -287 shares

    7.01% of the 13F portfolio, value $9,648,848.

    13F-HR 0001941040-25-000272 filed by ROI Financial Advisors, 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 11,970 shares
    Change vs previous 13F -1,028 shares

    6.29% of the 13F portfolio, value $9,241,113.

    13F-HR 0001941040-25-000145 filed by ROI Financial Advisors, 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 12,998 shares
    Change vs previous 13F not available

    7.95% of the 13F portfolio, value $11,515,515.

    13F-HR 0001941040-24-000470 filed by ROI Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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