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Disclosery

WEATHERLY ASSET MANAGEMENT L. P.: LLY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WEATHERLY ASSET MANAGEMENT L. P. on LLY, newest first. How the timeline and the estimate are built.

WEATHERLY ASSET MANAGEMENT L. P. held 271,656 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 271,656 shares
    Change vs previous 13F -1,416 shares

    23.19% of the 13F portfolio, value $325,832,800.

    13F-HR 0000934745-26-000006 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 273,072 shares
    Change vs previous 13F -1,030 shares

    20.31% of the 13F portfolio, value $251,163,416.

    13F-HR 0000934745-26-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 274,102 shares
    Change vs previous 13F -11,244 shares

    22.67% of the 13F portfolio, value $294,572,174.

    13F-HR 0000934745-26-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 285,346 shares
    Change vs previous 13F -498 shares

    17.93% of the 13F portfolio, value $217,718,998.

    13F-HR 0000934745-25-000012 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 285,844 shares
    Change vs previous 13F -3,750 shares

    18.99% of the 13F portfolio, value $222,823,974.

    13F-HR 0000934745-25-000008 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 289,594 shares
    Change vs previous 13F -1,119 shares

    21.44% of the 13F portfolio, value $239,178,581.

    13F-HR 0000934745-25-000004 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 290,713 shares
    Change vs previous 13F -4,215 shares

    19.91% of the 13F portfolio, value $224,430,436.

    13F-HR 0000934745-25-000002 filed by WEATHERLY ASSET MANAGEMENT L. P.
    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 294,928 shares
    Change vs previous 13F not available

    22.9% of the 13F portfolio, value $261,288,513.

    13F-HR 0000934745-24-000016 filed by WEATHERLY ASSET MANAGEMENT L. P.
    Filed (acceptance time not in the bulk data set), ingested

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