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Disclosery

Waldron Private Wealth LLC: LLY position timeline

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

Waldron Private Wealth LLC held 8,243 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,243 shares
    Change vs previous 13F +107 shares

    0.34% of the 13F portfolio, value $9,886,905.

    13F-HR 0001598180-26-000005 filed by Waldron Private Wealth 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 8,136 shares
    Change vs previous 13F +186 shares

    0.29% of the 13F portfolio, value $7,483,250.

    13F-HR 0001598180-26-000004 filed by Waldron Private Wealth 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 7,950 shares
    Change vs previous 13F +101 shares

    0.34% of the 13F portfolio, value $8,543,706.

    13F-HR 0001598180-26-000001 filed by Waldron Private Wealth 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 7,849 shares
    Change vs previous 13F +114 shares

    0.24% of the 13F portfolio, value $5,988,787.

    13F-HR 0001598180-25-000005 filed by Waldron Private Wealth 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 7,735 shares
    Change vs previous 13F -44 shares

    0.26% of the 13F portfolio, value $6,029,664.

    13F-HR 0001085146-25-004382 filed by Waldron Private Wealth 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 7,779 shares
    Change vs previous 13F -6,334 shares

    0.3% of the 13F portfolio, value $6,424,755.

    13F-HR 0001085146-25-002780 filed by Waldron Private Wealth 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 14,113 shares
    Change vs previous 13F +74 shares

    0.44% of the 13F portfolio, value $10,895,235.

    13F-HR 0001085146-25-000463 filed by Waldron Private Wealth 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 14,039 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $12,437,716.

    13F-HR 0001085146-24-005026 filed by Waldron Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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