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Disclosery

Simplicity Wealth,LLC: LLY position timeline

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

Simplicity Wealth,LLC held 9,693 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,693 shares
    Change vs previous 13F +2,019 shares

    0.39% of the 13F portfolio, value $11,626,784.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 7,674 shares
    Change vs previous 13F +431 shares

    0.4% of the 13F portfolio, value $7,058,195.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 7,243 shares
    Change vs previous 13F -579 shares

    0.46% of the 13F portfolio, value $7,783,527.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 7,822 shares
    Change vs previous 13F -4,466 shares

    0.35% of the 13F portfolio, value $5,967,960.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 12,288 shares
    Change vs previous 13F +6,832 shares

    0.4% of the 13F portfolio, value $9,579,590.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 5,456 shares
    Change vs previous 13F +2,917 shares

    0.35% of the 13F portfolio, value $4,506,418.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 2,539 shares
    Change vs previous 13F -1,593 shares

    0.41% of the 13F portfolio, value $1,960,238.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 4,132 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,660,861.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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