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Disclosery

Westwood Wealth Management: LLY position timeline

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

Westwood Wealth Management held 259 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 259 shares
    Change vs previous 13F -1 shares

    0.09% of the 13F portfolio, value $311,839.

    13F-HR 0001172661-26-003154 filed by Westwood Wealth Management
    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 260 shares
    Change vs previous 13F -694 shares

    0.09% of the 13F portfolio, value $239,131.

    13F-HR 0001172661-26-001656 filed by Westwood Wealth Management
    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 954 shares
    Change vs previous 13F +539 shares

    0.77% of the 13F portfolio, value $1,025,245.

    13F-HR 0001172661-26-000228 filed by Westwood Wealth Management
    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 415 shares
    Change vs previous 13F -620 shares

    0.12% of the 13F portfolio, value $316,645.

    13F-HR 0001172661-25-004427 filed by Westwood Wealth Management
    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 1,035 shares
    Change vs previous 13F -1,275 shares

    0.27% of the 13F portfolio, value $806,814.

    13F-HR 0001172661-25-002877 filed by Westwood Wealth Management
    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 2,310 shares
    Change vs previous 13F -100 shares

    0.82% of the 13F portfolio, value $1,907,852.

    13F-HR 0001172661-25-001860 filed by Westwood Wealth Management
    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 2,410 shares
    Change vs previous 13F -500 shares

    0.67% of the 13F portfolio, value $1,860,520.

    13F-HR 0001172661-25-000721 filed by Westwood Wealth Management
    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 2,910 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $2,578,085.

    13F-HR 0001861125-24-000009 filed by Westwood Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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