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Disclosery

Root Financial Partners, LLC: LLY position timeline

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

Root Financial Partners, LLC held 1,796 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,796 shares
    Change vs previous 13F +147 shares

    0.08% of the 13F portfolio, value $2,154,340.

    13F-HR 0001977181-26-000003 filed by Root Financial Partners, 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 1,649 shares
    Change vs previous 13F -1,304 shares

    0.07% of the 13F portfolio, value $1,516,826.

    13F-HR 0001977181-26-000002 filed by Root Financial Partners, 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 2,953 shares
    Change vs previous 13F +137 shares

    0.16% of the 13F portfolio, value $3,173,844.

    13F-HR 0001977181-26-000001 filed by Root Financial Partners, 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 2,816 shares
    Change vs previous 13F -203 shares

    0.13% of the 13F portfolio, value $2,148,882.

    13F-HR 0001977181-25-000004 filed by Root Financial Partners, 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 3,019 shares
    Change vs previous 13F +631 shares

    0.23% of the 13F portfolio, value $2,353,752.

    13F-HR 0001977181-25-000002 filed by Root Financial Partners, 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 2,388 shares
    Change vs previous 13F -37 shares

    0.21% of the 13F portfolio, value $1,973,890.

    13F-HR 0001085146-25-002341 filed by Root Financial Partners, 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 2,425 shares
    Change vs previous 13F +233 shares

    0.23% of the 13F portfolio, value $1,871,785.

    13F-HR 0001085146-25-000622 filed by Root Financial Partners, 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 2,192 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,941,554.

    13F-HR 0001085146-24-005281 filed by Root Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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