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Wiser Advisor Group LLC: LLY position timeline

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

Wiser Advisor Group LLC held 4,279 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,279 shares
    Change vs previous 13F -2 shares

    5.62% of the 13F portfolio, value $5,132,679.

    13F-HR 0001420506-26-001840 filed by Wiser Advisor Group 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 4,281 shares
    Change vs previous 13F -52 shares

    4.76% of the 13F portfolio, value $3,937,424.

    13F-HR 0002011550-26-000002 filed by Wiser Advisor Group 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 4,333 shares
    Change vs previous 13F -71 shares

    5.33% of the 13F portfolio, value $4,656,218.

    13F-HR 0002011550-26-000001 filed by Wiser Advisor Group 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 4,404 shares
    Change vs previous 13F +105 shares

    4.18% of the 13F portfolio, value $3,360,039.

    13F-HR 0002011550-25-000006 filed by Wiser Advisor Group 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 4,299 shares
    Change vs previous 13F +77 shares

    5.82% of the 13F portfolio, value $3,351,378.

    13F-HR 0002011550-25-000004 filed by Wiser Advisor Group 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 4,222 shares
    Change vs previous 13F +1,710 shares

    5.15% of the 13F portfolio, value $3,487,050.

    13F-HR 0002011550-25-000003 filed by Wiser Advisor Group 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 2,512 shares
    Change vs previous 13F +903 shares

    2.82% of the 13F portfolio, value $1,939,541.

    13F-HR 0002011550-25-000001 filed by Wiser Advisor Group 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 1,609 shares
    Change vs previous 13F not available

    2.13% of the 13F portfolio, value $1,425,780.

    13F-HR 0002011550-24-000005 filed by Wiser Advisor Group LLC
    Filed (acceptance time not in the bulk data set), ingested

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