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Disclosery

Triangle Securities Wealth Management: LLY position timeline

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

Triangle Securities Wealth Management held 4,197 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,197 shares
    Change vs previous 13F -53 shares

    1% of the 13F portfolio, value $5,034,008.

    13F-HR 0001062993-26-003647 filed by Triangle Securities Wealth Management
    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 4,250 shares
    Change vs previous 13F -106 shares

    0.89% of the 13F portfolio, value $3,909,023.

    13F-HR 0001062993-26-002057 filed by Triangle Securities Wealth Management
    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 4,356 shares
    Change vs previous 13F -198 shares

    0.99% of the 13F portfolio, value $4,681,306.

    13F-HR 0001062993-26-000212 filed by Triangle Securities Wealth Management
    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 4,554 shares
    Change vs previous 13F -166 shares

    0.79% of the 13F portfolio, value $3,474,702.

    13F-HR 0001062993-25-016081 filed by Triangle Securities Wealth Management
    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 4,720 shares
    Change vs previous 13F -94 shares

    0.91% of the 13F portfolio, value $3,679,382.

    13F-HR 0001062993-25-012685 filed by Triangle Securities Wealth Management
    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 4,814 shares
    Change vs previous 13F +1,120 shares

    1.02% of the 13F portfolio, value $3,975,931.

    13F-HR 0001062993-25-007294 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,694 shares
    Change vs previous 13F -188 shares

    0.73% of the 13F portfolio, value $2,851,768.

    13F-HR 0001062993-25-000798 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,882 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $3,439,219.

    13F-HR 0001062993-24-019067 filed by Triangle Securities Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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