Values Added Financial LLC: LLY position timeline

Values Added Financial LLC held 976 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 976 shares

   Change vs previous 13F +126 shares

   0.42% of the 13F portfolio, value $1,170,644.

   13F-HR 0001973921-26-000004 filed by Values Added Financial LLC
   Filed 2026-07-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 850 shares

   Change vs previous 13F -122 shares

   0.33% of the 13F portfolio, value $781,805.

   13F-HR 0001973921-26-000002 filed by Values Added Financial LLC
   Filed 2026-04-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 972 shares

   Change vs previous 13F +56 shares

   0.44% of the 13F portfolio, value $1,044,589.

   13F-HR 0001973921-26-000001 filed by Values Added Financial LLC
   Filed 2026-01-16 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 916 shares

   Change vs previous 13F +2 shares

   0.31% of the 13F portfolio, value $698,908.

   13F-HR 0001973921-25-000002 filed by Values Added Financial LLC
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 914 shares

   Change vs previous 13F +28 shares

   0.35% of the 13F portfolio, value $712,490.

   13F-HR 0001085146-25-004067 filed by Values Added Financial LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 886 shares

   Change vs previous 13F -86 shares

   0.41% of the 13F portfolio, value $731,756.

   13F-HR 0001085146-25-002397 filed by Values Added Financial LLC
   Filed 2025-04-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 972 shares

   Change vs previous 13F +606 shares

   0.43% of the 13F portfolio, value $750,384.

   13F-HR 0001085146-25-000618 filed by Values Added Financial LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 366 shares

   Change vs previous 13F not available

   0.2% of the 13F portfolio, value $324,254.

   13F-HR 0001085146-24-005184 filed by Values Added Financial LLC
   Filed 2024-10-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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