Wealth Management Associates, Inc.: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealth Management Associates, Inc. on LLY, newest first. How the timeline and the estimate are built.
Wealth Management Associates, Inc. held 2,744 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-21.
the latest 13F is the newest step
- period ended2026-06-3013F 2,744 sharesChange vs previous 13F -11 shares
0.91% of the 13F portfolio, value $3,291,339.
13F-HR 0001214659-26-008730 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 2,755 sharesChange vs previous 13F -938 shares
0.87% of the 13F portfolio, value $2,533,956.
13F-HR 0001214659-26-006030 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,693 sharesChange vs previous 13F +5 shares
1.38% of the 13F portfolio, value $3,968,660.
13F-HR 0001214659-26-000620 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,688 sharesChange vs previous 13F -28 shares
1% of the 13F portfolio, value $2,813,775.
13F-HR 0001214659-25-015125 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,716 sharesChange vs previous 13F +24 shares
1.13% of the 13F portfolio, value $2,896,460.
13F-HR 0001214659-25-011396 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,692 sharesChange vs previous 13F +3 shares
1.31% of the 13F portfolio, value $3,048,867.
13F-HR 0001214659-25-008456 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,689 sharesChange vs previous 13F -21 shares
1.22% of the 13F portfolio, value $2,848,228.
13F-HR 0001214659-25-008455 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,710 sharesChange vs previous 13F not available
1.45% of the 13F portfolio, value $3,287,113.
13F-HR 0001214659-25-008454 filed by Wealth Management Associates, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).