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TrueWealth Advisors, LLC: LLY position timeline

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

TrueWealth Advisors, LLC held 1,086 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,086 shares
    Change vs previous 13F 0 shares

    0.28% of the 13F portfolio, value $1,256,439.

    13F-HR 0002085853-26-001125 filed by TrueWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,086 shares
    Change vs previous 13F -10 shares

    0.29% of the 13F portfolio, value $1,302,357.

    13F-HR 0002085853-26-000650 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,096 shares
    Change vs previous 13F -36 shares

    0.25% of the 13F portfolio, value $1,007,825.

    13F-HR 0002085853-26-000303 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,132 shares
    Change vs previous 13F -13 shares

    0.31% of the 13F portfolio, value $1,216,120.

    13F-HR 0002085853-26-000015 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,145 shares
    Change vs previous 13F -22 shares

    0.24% of the 13F portfolio, value $873,273.

    13F-HR 0002085853-25-000096 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,167 shares
    Change vs previous 13F -635 shares

    0.27% of the 13F portfolio, value $910,033.

    13F-HR 0001817714-25-000004 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,802 shares
    Change vs previous 13F +35 shares

    0.49% of the 13F portfolio, value $1,488,564.

    13F-HR 0001817714-25-000003 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,767 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,364,323.

    13F-HR 0001817714-25-000002 filed by TrueWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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