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TRUE Private Wealth Advisors: LLY position timeline

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

TRUE Private Wealth Advisors held 6,739 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,739 shares
    Change vs previous 13F -159 shares

    0.7% of the 13F portfolio, value $8,082,463.

    13F-HR 0001172661-26-002754 filed by TRUE Private Wealth Advisors
    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 6,898 shares
    Change vs previous 13F -230 shares

    0.6% of the 13F portfolio, value $6,345,024.

    13F-HR 0001172661-26-002230 filed by TRUE Private Wealth Advisors
    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 7,128 shares
    Change vs previous 13F -265 shares

    0.77% of the 13F portfolio, value $7,659,869.

    13F-HR 0001172661-26-000725 filed by TRUE Private Wealth Advisors
    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 7,393 shares
    Change vs previous 13F +27 shares

    0.58% of the 13F portfolio, value $5,641,374.

    13F-HR 0001172661-25-005117 filed by TRUE Private Wealth Advisors
    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 7,366 shares
    Change vs previous 13F +497 shares

    0.65% of the 13F portfolio, value $5,742,288.

    13F-HR 0001172661-25-003025 filed by TRUE Private Wealth Advisors
    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 6,869 shares
    Change vs previous 13F +26 shares

    0.69% of the 13F portfolio, value $5,673,456.

    13F-HR 0001172661-25-002148 filed by TRUE Private Wealth Advisors
    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 6,843 shares
    Change vs previous 13F +9 shares

    0.64% of the 13F portfolio, value $5,282,848.

    13F-HR 0001172661-25-000732 filed by TRUE Private Wealth Advisors
    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 6,834 shares
    Change vs previous 13F not available

    0.72% of the 13F portfolio, value $6,055,248.

    13F-HR 0001172661-24-005302 filed by TRUE Private Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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