Talisman Wealth Advisors LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Talisman Wealth Advisors LLC on LLY, newest first. How the timeline and the estimate are built.
Talisman Wealth Advisors LLC held 897 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 897 sharesChange vs previous 13F -30 shares
0.8% of the 13F portfolio, value $1,075,359.
13F-HR 0001962685-26-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 927 sharesChange vs previous 13F -27 shares
0.69% of the 13F portfolio, value $852,754.
13F-HR 0001962685-26-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 954 sharesChange vs previous 13F -13 shares
0.8% of the 13F portfolio, value $1,024,975.
13F-HR 0001962685-26-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 967 sharesChange vs previous 13F 0 shares
0.61% of the 13F portfolio, value $738,049.
13F-HR 0001962685-25-000006 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 967 sharesChange vs previous 13F -37 shares
0.69% of the 13F portfolio, value $753,636.
13F-HR 0001962685-25-000003 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,004 sharesChange vs previous 13F -81 shares
0.85% of the 13F portfolio, value $829,449.
13F-HR 0001962685-25-000002 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,085 sharesChange vs previous 13F -24 shares
0.89% of the 13F portfolio, value $837,491.
13F-HR 0001962685-25-000001 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,109 sharesChange vs previous 13F not available
1.03% of the 13F portfolio, value $973,855.
13F-HR 0001962685-24-000005 filed by Talisman Wealth Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).