Wealth Architects, LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Architects, LLC on LLY, newest first. How the timeline and the estimate are built.
Wealth Architects, LLC held 3,001 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-23.
the latest 13F is the newest step
- period ended2026-06-3013F 3,001 sharesChange vs previous 13F +119 shares
0.28% of the 13F portfolio, value $3,600,463.
13F-HR 0001611518-26-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,882 sharesChange vs previous 13F +81 shares
0.24% of the 13F portfolio, value $2,651,147.
13F-HR 0001611518-26-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,801 sharesChange vs previous 13F +20 shares
0.27% of the 13F portfolio, value $3,010,191.
13F-HR 0001611518-26-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 2,781 sharesChange vs previous 13F +35 shares
0.2% of the 13F portfolio, value $2,122,047.
13F-HR 0001611518-25-000013 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,746 sharesChange vs previous 13F -122 shares
0.22% of the 13F portfolio, value $2,140,731.
13F-HR 0001611518-25-000008 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 2,868 sharesChange vs previous 13F +1,225 shares
0.26% of the 13F portfolio, value $2,368,421.
13F-HR/A 0001611518-25-000003 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,643 sharesChange vs previous 13F +527 shares
0.14% of the 13F portfolio, value $1,268,393.
13F-HR 0001581794-25-000006 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,116 sharesChange vs previous 13F not available
0.11% of the 13F portfolio, value $989,116.
13F-HR 0001611518-24-000011 filed by Wealth Architects, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).