Skip to content
Disclosery

Rothschild Wealth LLC: LLY position timeline

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

Rothschild Wealth LLC held 2,720 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,720 shares
    Change vs previous 13F +649 shares

    0.26% of the 13F portfolio, value $3,261,877.

    13F-HR 0001104659-26-093815 filed by Rothschild Wealth 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 2,071 shares
    Change vs previous 13F +894 shares

    0.17% of the 13F portfolio, value $1,904,973.

    13F-HR 0001104659-26-055991 filed by Rothschild Wealth 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/A 1,177 shares
    Change vs previous 13F +354 shares

    0.12% of the 13F portfolio, value $1,265,108.

    13F-HR/A 0001104659-26-015620 filed by Rothschild Wealth 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 823 shares
    Change vs previous 13F +55 shares

    0.14% of the 13F portfolio, value $627,600.

    13F-HR 0001104659-25-112060 filed by Rothschild Wealth 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 768 shares
    Change vs previous 13F +52 shares

    0.15% of the 13F portfolio, value $598,780.

    13F-HR 0001104659-25-077736 filed by Rothschild Wealth 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 716 shares
    Change vs previous 13F +142 shares

    0.17% of the 13F portfolio, value $591,458.

    13F-HR 0001104659-25-049217 filed by Rothschild Wealth 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 574 shares
    Change vs previous 13F +55 shares

    0.13% of the 13F portfolio, value $443,228.

    13F-HR 0001104659-25-013068 filed by Rothschild Wealth 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 519 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $460,120.

    13F-HR 0001104659-24-118449 filed by Rothschild Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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