Wealthstream Advisors, Inc.: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Wealthstream Advisors, Inc. on LLY, newest first. How the timeline and the estimate are built.
Wealthstream Advisors, Inc. held 1,776 LLY shares at 2025-09-30 per its 13F-HR filed 2025-11-06.
the latest 13F is the newest step
- period ended2025-09-3013F 1,776 sharesChange vs previous 13F +202 shares
0.2% of the 13F portfolio, value $1,355,142.
13F-HR 0001833780-25-000012 filed by Wealthstream Advisors, 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 1,574 sharesChange vs previous 13F +255 shares
0.2% of the 13F portfolio, value $1,227,036.
13F-HR 0001833780-25-000007 filed by Wealthstream Advisors, 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 1,319 sharesChange vs previous 13F +49 shares
0.2% of the 13F portfolio, value $1,089,505.
13F-HR 0001833780-25-000005 filed by Wealthstream Advisors, 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 1,270 sharesChange vs previous 13F -62 shares
0.18% of the 13F portfolio, value $980,478.
13F-HR 0001833780-25-000003 filed by Wealthstream Advisors, 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 1,332 sharesChange vs previous 13F +54 shares
0.21% of the 13F portfolio, value $1,180,026.
13F-HR 0001833780-24-000014 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 1,278 sharesChange vs previous 13F -6 shares
0.42% of the 13F portfolio, value $1,156,946.
13F-HR 0001833780-24-000010 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 1,284 sharesChange vs previous 13F -392 shares
0.38% of the 13F portfolio, value $998,789.
13F-HR 0001833780-24-000007 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 1,676 sharesChange vs previous 13F not available
0.4% of the 13F portfolio, value $976,891.
13F-HR 0001833780-24-000004 filed by Wealthstream Advisors, Inc.
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).