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Disclosery

WBH ADVISORY INC: LLY position timeline

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

WBH ADVISORY INC held 6,633 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,633 shares
    Change vs previous 13F -218 shares

    0.53% of the 13F portfolio, value $7,956,491.

    13F-HR 0001259671-26-000004 filed by WBH ADVISORY INC
    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 6,851 shares
    Change vs previous 13F -366 shares

    0.49% of the 13F portfolio, value $6,539,106.

    13F-HR 0001259671-26-000003 filed by WBH ADVISORY INC
    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 7,217 shares
    Change vs previous 13F -127 shares

    0.57% of the 13F portfolio, value $7,755,613.

    13F-HR 0001259671-26-000002 filed by WBH ADVISORY INC
    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 7,344 shares
    Change vs previous 13F -327 shares

    0.43% of the 13F portfolio, value $5,603,653.

    13F-HR 0001259671-25-000010 filed by WBH ADVISORY INC
    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 7,671 shares
    Change vs previous 13F -729 shares

    0.51% of the 13F portfolio, value $5,979,480.

    13F-HR 0001259671-25-000006 filed by WBH ADVISORY INC
    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 8,400 shares
    Change vs previous 13F -574 shares

    0.65% of the 13F portfolio, value $6,937,623.

    13F-HR 0001259671-25-000004 filed by WBH ADVISORY INC
    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 8,974 shares
    Change vs previous 13F -237 shares

    0.64% of the 13F portfolio, value $6,928,079.

    13F-HR 0001259671-25-000002 filed by WBH ADVISORY INC
    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 9,211 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $8,160,092.

    13F-HR 0001259671-24-000011 filed by WBH ADVISORY INC
    Filed (acceptance time not in the bulk data set), ingested

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