Tradition Wealth Management, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Tradition Wealth Management, LLC on LLY, newest first. How the timeline and the estimate are built.
Tradition Wealth Management, LLC held 2,248 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 2,248 sharesChange vs previous 13F +169 shares
0.16% of the 13F portfolio, value $2,695,947.
13F-HR 0001843010-26-000004 filed by Tradition Wealth Management, 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 2,079 sharesChange vs previous 13F +163 shares
0.14% of the 13F portfolio, value $1,912,025.
13F-HR 0001843010-26-000003 filed by Tradition Wealth Management, 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 1,916 sharesChange vs previous 13F +70 shares
0.15% of the 13F portfolio, value $2,058,797.
13F-HR 0001843010-26-000001 filed by Tradition Wealth Management, 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 1,846 sharesChange vs previous 13F +456 shares
0.1% of the 13F portfolio, value $1,408,198.
13F-HR 0001843010-25-000007 filed by Tradition Wealth Management, 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 1,390 sharesChange vs previous 13F +33 shares
0.09% of the 13F portfolio, value $1,083,286.
13F-HR 0001843010-25-000004 filed by Tradition Wealth Management, 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 1,357 sharesChange vs previous 13F -15 shares
0.1% of the 13F portfolio, value $1,120,918.
13F-HR 0001843010-25-000003 filed by Tradition Wealth Management, 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 1,372 sharesChange vs previous 13F -31 shares
0.09% of the 13F portfolio, value $1,058,944.
13F-HR 0001843010-25-000001 filed by Tradition Wealth Management, 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 1,403 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $1,242,721.
13F-HR 0001843010-24-000004 filed by Tradition Wealth Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).