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Disclosery

Wealth Group, Ltd.: LLY position timeline

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

Wealth Group, Ltd. held 5,192 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,192 shares
    Change vs previous 13F +3,548 shares

    1.55% of the 13F portfolio, value $6,227,000.

    13F-HR 0002013988-26-000003 filed by Wealth Group, Ltd.
    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 1,644 shares
    Change vs previous 13F +415 shares

    1.41% of the 13F portfolio, value $1,512,000.

    13F-HR 0002013988-26-000002 filed by Wealth Group, Ltd.
    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 1,229 shares
    Change vs previous 13F +172 shares

    1.29% of the 13F portfolio, value $1,321,000.

    13F-HR 0002013988-26-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 1,057 shares
    Change vs previous 13F -858 shares

    0.82% of the 13F portfolio, value $824,000.

    13F-HR 0002013988-25-000006 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 1,915 shares
    Change vs previous 13F +410 shares

    1.03% of the 13F portfolio, value $1,582,000.

    13F-HR 0002013988-25-000002 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 1,505 shares
    Change vs previous 13F -43 shares

    0.75% of the 13F portfolio, value $1,162,000.

    13F-HR 0002013988-25-000001 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F/A 1,548 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $1,371,000.

    13F-HR/A 0001665518-24-000007 filed by Wealth Group, Ltd.
    Filed (acceptance time not in the bulk data set), ingested

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