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SkyOak Wealth, LLC: LLY position timeline

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

SkyOak Wealth, LLC held 16,314 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 16,314 shares
    Change vs previous 13F +109 shares

    3.2% of the 13F portfolio, value $19,567,473.

    13F-HR 0001800379-26-000003 filed by SkyOak 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 16,205 shares
    Change vs previous 13F -509 shares

    2.73% of the 13F portfolio, value $14,904,835.

    13F-HR 0001800379-26-000002 filed by SkyOak 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 16,714 shares
    Change vs previous 13F -1,168 shares

    3.23% of the 13F portfolio, value $17,962,157.

    13F-HR 0001800379-26-000001 filed by SkyOak 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 17,882 shares
    Change vs previous 13F -428 shares

    2.58% of the 13F portfolio, value $13,643,935.

    13F-HR 0001800379-25-000006 filed by SkyOak 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 18,310 shares
    Change vs previous 13F -74 shares

    2.87% of the 13F portfolio, value $14,273,162.

    13F-HR 0001800379-25-000004 filed by SkyOak 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 18,384 shares
    Change vs previous 13F -581 shares

    3.33% of the 13F portfolio, value $15,183,496.

    13F-HR 0001800379-25-000002 filed by SkyOak 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 18,965 shares
    Change vs previous 13F -499 shares

    3.13% of the 13F portfolio, value $14,641,058.

    13F-HR 0001800379-25-000001 filed by SkyOak 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 19,464 shares
    Change vs previous 13F not available

    3.82% of the 13F portfolio, value $17,244,026.

    13F-HR 0001800379-24-000006 filed by SkyOak Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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