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SWP Investment Management LLC: LLY position timeline

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

SWP Investment Management LLC held 2,857 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,857 shares
    Change vs previous 13F +100 shares

    2.37% of the 13F portfolio, value $3,426,772.

    13F-HR 0002098300-26-000008 filed by SWP Investment Management 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 2,757 shares
    Change vs previous 13F +50 shares

    1.89% of the 13F portfolio, value $2,535,806.

    13F-HR 0002098300-26-000005 filed by SWP Investment Management 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 2,707 shares
    Change vs previous 13F -98 shares

    2.11% of the 13F portfolio, value $2,909,159.

    13F-HR 0002098300-26-000004 filed by SWP Investment Management 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 2,805 shares
    Change vs previous 13F +231 shares

    2.1% of the 13F portfolio, value $2,140,215.

    13F-HR 0002098300-26-000003 filed by SWP Investment Management 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 2,574 shares
    Change vs previous 13F +682 shares

    2.37% of the 13F portfolio, value $2,006,510.

    13F-HR 0002098300-26-000007 filed by SWP Investment Management 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 1,892 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $1,562,622.

    13F-HR 0002098300-26-000001 filed by SWP Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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