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Disclosery

Union Heritage Capital, LLC: LLY position timeline

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

Union Heritage Capital, LLC held 8,495 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,495 shares
    Change vs previous 13F 0 shares

    3.45% of the 13F portfolio, value $10,189,158.

    13F-HR 0001376474-26-000563 filed by Union Heritage Capital, LLC
    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 8,495 shares
    Change vs previous 13F -4,050 shares

    2.9% of the 13F portfolio, value $7,813,446.

    13F-HR 0001376474-26-000386 filed by Union Heritage Capital, LLC
    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 12,545 shares
    Change vs previous 13F -575 shares

    4.57% of the 13F portfolio, value $13,481,861.

    13F-HR 0001376474-26-000174 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 13,120 shares
    Change vs previous 13F 0 shares

    3.25% of the 13F portfolio, value $10,010,560.

    13F-HR 0001376474-25-000886 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 13,120 shares
    Change vs previous 13F 0 shares

    3.56% of the 13F portfolio, value $10,227,434.

    13F-HR 0001376474-25-000742 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 13,120 shares
    Change vs previous 13F 0 shares

    4.03% of the 13F portfolio, value $10,835,939.

    13F-HR 0001376474-25-000448 filed by Union Heritage Capital, LLC
    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 13,120 shares
    Change vs previous 13F 0 shares

    3.74% of the 13F portfolio, value $10,128,640.

    13F-HR 0001376474-25-000310 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,120 shares
    Change vs previous 13F not available

    4.29% of the 13F portfolio, value $11,623,533.

    13F-HR 0001376474-25-000062 filed by Union Heritage Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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