Skip to content
Disclosery

Wealthspire Advisors, LLC: LLY position timeline

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

Wealthspire Advisors, LLC held 27,830 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,830 shares
    Change vs previous 13F +12,320 shares

    0.18% of the 13F portfolio, value $33,380,773.

    13F-HR 0001646247-26-000005 filed by Wealthspire Advisors, LLC
    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 15,510 shares
    Change vs previous 13F +2,699 shares

    0.11% of the 13F portfolio, value $14,265,731.

    13F-HR 0001646247-26-000003 filed by Wealthspire Advisors, LLC
    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 12,811 shares
    Change vs previous 13F +4,787 shares

    0.11% of the 13F portfolio, value $13,767,965.

    13F-HR 0001646247-26-000001 filed by Wealthspire Advisors, LLC
    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 8,024 shares
    Change vs previous 13F -8,610 shares

    0.03% of the 13F portfolio, value $6,122,041.

    13F-HR 0001646247-25-000006 filed by Wealthspire Advisors, LLC
    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 16,634 shares
    Change vs previous 13F -64 shares

    0.07% of the 13F portfolio, value $12,966,132.

    13F-HR 0001646247-25-000005 filed by Wealthspire Advisors, LLC
    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 16,698 shares
    Change vs previous 13F +7,989 shares

    0.08% of the 13F portfolio, value $13,791,820.

    13F-HR 0001646247-25-000004 filed by Wealthspire Advisors, LLC
    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 8,709 shares
    Change vs previous 13F +1,672 shares

    0.07% of the 13F portfolio, value $6,723,690.

    13F-HR 0001646247-25-000001 filed by Wealthspire Advisors, LLC
    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 7,037 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,234,264.

    13F-HR 0001646247-24-000004 filed by Wealthspire Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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