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Strategic Wealth Partners, Ltd.: LLY position timeline

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

Strategic Wealth Partners, Ltd. held 15,389 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,389 shares
    Change vs previous 13F +2,665 shares

    1.14% of the 13F portfolio, value $18,458,528.

    13F-HR 0001720777-26-000003 filed by Strategic Wealth Partners, Ltd.
    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 12,724 shares
    Change vs previous 13F +350 shares

    0.81% of the 13F portfolio, value $11,703,464.

    13F-HR 0001720777-26-000001 filed by Strategic Wealth Partners, Ltd.
    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 12,374 shares
    Change vs previous 13F -2,066 shares

    0.91% of the 13F portfolio, value $13,297,828.

    13F-HR 0001720777-26-000002 filed by Strategic Wealth Partners, Ltd.
    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 14,440 shares
    Change vs previous 13F -3,178 shares

    0.82% of the 13F portfolio, value $11,015,302.

    13F-HR 0001720777-25-000007 filed by Strategic Wealth Partners, Ltd.
    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 17,618 shares
    Change vs previous 13F +3,317 shares

    1.08% of the 13F portfolio, value $13,733,667.

    13F-HR 0001720777-25-000004 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 14,301 shares
    Change vs previous 13F +2,359 shares

    1.03% of the 13F portfolio, value $12,468,816.

    13F-HR 0001720777-25-000001 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 11,942 shares
    Change vs previous 13F not available

    1.02% of the 13F portfolio, value $10,580,206.

    13F-HR 0001720777-24-000007 filed by Strategic Wealth Partners, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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