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Williams Jones Wealth Management, LLC.: LLY position timeline

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

Williams Jones Wealth Management, LLC. held 117,525 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 117,525 shares
    Change vs previous 13F +31,576 shares

    1.59% of the 13F portfolio, value $140,962,589.

    13F-HR 0001104659-26-090796 filed by Williams Jones Wealth Management, 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 85,949 shares
    Change vs previous 13F +1,353 shares

    0.97% of the 13F portfolio, value $79,052,988.

    13F-HR 0001104659-26-055404 filed by Williams Jones Wealth Management, 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 84,596 shares
    Change vs previous 13F +9,339 shares

    1.03% of the 13F portfolio, value $90,913,629.

    13F-HR 0001104659-26-015161 filed by Williams Jones Wealth Management, 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 75,257 shares
    Change vs previous 13F -14,415 shares

    0.66% of the 13F portfolio, value $57,421,091.

    13F-HR 0001104659-25-112450 filed by Williams Jones Wealth Management, 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 89,672 shares
    Change vs previous 13F -2,839 shares

    0.84% of the 13F portfolio, value $69,902,014.

    13F-HR 0001104659-25-078575 filed by Williams Jones Wealth Management, 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 92,511 shares
    Change vs previous 13F +63,818 shares

    0.98% of the 13F portfolio, value $76,405,760.

    13F-HR 0001104659-25-049421 filed by Williams Jones Wealth Management, 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 28,693 shares
    Change vs previous 13F +1,611 shares

    0.27% of the 13F portfolio, value $22,150,996.

    13F-HR 0001104659-25-013487 filed by Williams Jones Wealth Management, 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 27,082 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $23,993,027.

    13F-HR 0001104659-24-118998 filed by Williams Jones Wealth Management, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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