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Disclosery

Smith Salley Wealth Management: LLY position timeline

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

Smith Salley Wealth Management held 23,731 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,731 shares
    Change vs previous 13F +2,764 shares

    1.24% of the 13F portfolio, value $28,464,025.

    13F-HR 0001062993-26-003799 filed by Smith Salley Wealth Management
    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 20,967 shares
    Change vs previous 13F -7 shares

    0.97% of the 13F portfolio, value $19,284,497.

    13F-HR 0001062993-26-002022 filed by Smith Salley Wealth Management
    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 20,974 shares
    Change vs previous 13F +1,519 shares

    1.12% of the 13F portfolio, value $22,540,611.

    13F-HR 0001062993-26-000437 filed by Smith Salley Wealth Management
    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 19,455 shares
    Change vs previous 13F +17,754 shares

    0.76% of the 13F portfolio, value $14,844,178.

    13F-HR 0001062993-25-016209 filed by Smith Salley Wealth Management
    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 1,701 shares
    Change vs previous 13F +67 shares

    0.08% of the 13F portfolio, value $1,325,675.

    13F-HR 0001062993-25-012934 filed by Smith Salley Wealth Management
    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 1,634 shares
    Change vs previous 13F +29 shares

    0.09% of the 13F portfolio, value $1,349,833.

    13F-HR 0001062993-25-007992 filed by Smith Salley Wealth Management
    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 1,605 shares
    Change vs previous 13F -26 shares

    0.08% of the 13F portfolio, value $1,239,165.

    13F-HR 0001062993-25-000804 filed by Smith Salley Wealth Management
    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 1,631 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,445,045.

    13F-HR 0001062993-24-017911 filed by Smith Salley Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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