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Disclosery

Whalen Wealth Management Inc.: LLY position timeline

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

Whalen Wealth Management Inc. held 2,975 LLY shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,975 shares
    Change vs previous 13F +408 shares

    1.47% of the 13F portfolio, value $3,441,842.

    13F-HR 0001894447-26-000004 filed by Whalen Wealth Management Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,567 shares
    Change vs previous 13F +214 shares

    1.39% of the 13F portfolio, value $3,079,026.

    13F-HR 0001894447-26-000003 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,353 shares
    Change vs previous 13F +524 shares

    1.16% of the 13F portfolio, value $2,164,280.

    13F-HR 0001894447-26-000002 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,829 shares
    Change vs previous 13F -722 shares

    1.06% of the 13F portfolio, value $1,965,485.

    13F-HR 0001894447-26-000001 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,551 shares
    Change vs previous 13F +2,254 shares

    1.14% of the 13F portfolio, value $1,946,576.

    13F-HR 0002085853-25-000044 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 297 shares
    Change vs previous 13F +13 shares

    0.15% of the 13F portfolio, value $231,160.

    13F-HR 0001667731-25-001040 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 284 shares
    Change vs previous 13F -740 shares

    0.16% of the 13F portfolio, value $234,171.

    13F-HR 0001667731-25-000480 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,024 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $790,242.

    13F-HR 0001667731-25-000051 filed by Whalen Wealth Management Inc.
    Filed (acceptance time not in the bulk data set), ingested

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