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Disclosery

Transform Wealth, LLC: LLY position timeline

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

Transform Wealth, LLC held 14,912 LLY shares at 2025-03-31 per its 13F-HR filed 2025-04-15.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 14,912 shares
    Change vs previous 13F +7,134 shares

    0.75% of the 13F portfolio, value $12,315,643.

    13F-HR 0001085146-25-002109 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-12-31
    13F 7,778 shares
    Change vs previous 13F +2,707 shares

    0.33% of the 13F portfolio, value $6,004,637.

    13F-HR 0001085146-25-000306 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-09-30
    13F 5,071 shares
    Change vs previous 13F -191 shares

    0.3% of the 13F portfolio, value $4,492,339.

    13F-HR 0001085146-24-004926 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-06-30
    13F 5,262 shares
    Change vs previous 13F -127 shares

    0.36% of the 13F portfolio, value $4,764,334.

    13F-HR 0001085146-24-002961 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-03-31
    13F 5,389 shares
    Change vs previous 13F -4,050 shares

    0.4% of the 13F portfolio, value $4,192,146.

    13F-HR 0001085146-24-001836 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-12-31
    13F/A 9,439 shares
    Change vs previous 13F -1,533 shares

    0.54% of the 13F portfolio, value $5,501,933.

    13F-HR/A 0001085146-24-001543 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-09-30
    13F 10,972 shares
    Change vs previous 13F -11,679 shares

    0.62% of the 13F portfolio, value $5,893,144.

    13F-HR 0001085146-23-003682 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-06-30
    13F 22,651 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $10,623,333.

    13F-HR 0001085146-23-002680 filed by Transform Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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