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Disclosery

Wambolt & Associates, LLC: LLY position timeline

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

Wambolt & Associates, LLC held 478 LLY shares at 2025-06-30 per its 13F-HR filed 2025-08-13.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 478 shares
    Change vs previous 13F +13 shares

    0.12% of the 13F portfolio, value $370,880.

    13F-HR 0001755723-25-000003 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 465 shares
    Change vs previous 13F -21 shares

    0.13% of the 13F portfolio, value $374,432.

    13F-HR 0001755723-25-000002 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 486 shares
    Change vs previous 13F -1,330 shares

    0.12% of the 13F portfolio, value $375,779.

    13F-HR 0001755723-25-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 1,816 shares
    Change vs previous 13F +9 shares

    0.44% of the 13F portfolio, value $1,606,003.

    13F-HR 0001755723-24-000001 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 1,807 shares
    Change vs previous 13F 0 shares

    0.48% of the 13F portfolio, value $1,652,047.

    13F-HR 0001085146-24-003550 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 1,807 shares
    Change vs previous 13F +449 shares

    0.41% of the 13F portfolio, value $1,374,131.

    13F-HR 0001085146-24-002145 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 1,358 shares
    Change vs previous 13F -154 shares

    0.26% of the 13F portfolio, value $791,465.

    13F-HR 0001085146-24-000826 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 1,512 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $813,765.

    13F-HR 0001085146-23-004132 filed by Wambolt & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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