Skip to content
Disclosery

Summit Financial Strategies, Inc.: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Financial Strategies, Inc. on LLY, newest first. How the timeline and the estimate are built.

Summit Financial Strategies, Inc. held 1,748 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-14.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,748 shares
    Change vs previous 13F -7 shares

    0.14% of the 13F portfolio, value $2,022,485.

    13F-HR 0001172661-26-004530 filed by Summit Financial Strategies, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,755 shares
    Change vs previous 13F -45 shares

    0.15% of the 13F portfolio, value $2,104,951.

    13F-HR 0001172661-26-002788 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,800 shares
    Change vs previous 13F -20 shares

    0.13% of the 13F portfolio, value $1,655,549.

    13F-HR 0001172661-26-001585 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,820 shares
    Change vs previous 13F -110 shares

    0.16% of the 13F portfolio, value $1,955,874.

    13F-HR 0001172661-26-000321 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,930 shares
    Change vs previous 13F +2 shares

    0.13% of the 13F portfolio, value $1,472,476.

    13F-HR 0001172661-25-004368 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,928 shares
    Change vs previous 13F -10 shares

    0.14% of the 13F portfolio, value $1,502,818.

    13F-HR 0001172661-25-002643 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,938 shares
    Change vs previous 13F -111 shares

    0.16% of the 13F portfolio, value $1,600,491.

    13F-HR 0001172661-25-001645 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 2,049 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,581,713.

    13F-HR 0001172661-25-000296 filed by Summit Financial Strategies, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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