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Zhang Financial LLC: LLY position timeline

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

Zhang Financial LLC held 3,795 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,795 shares
    Change vs previous 13F +491 shares

    0.13% of the 13F portfolio, value $4,552,073.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 3,304 shares
    Change vs previous 13F +644 shares

    0.11% of the 13F portfolio, value $3,038,930.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 2,660 shares
    Change vs previous 13F +53 shares

    0.11% of the 13F portfolio, value $2,858,424.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 2,607 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $1,988,836.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 2,580 shares
    Change vs previous 13F +17 shares

    0.09% of the 13F portfolio, value $2,011,460.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 2,563 shares
    Change vs previous 13F +12 shares

    0.11% of the 13F portfolio, value $2,116,902.

    13F-HR 0001776290-25-000002 filed by Zhang Financial 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 2,551 shares
    Change vs previous 13F +744 shares

    0.11% of the 13F portfolio, value $1,969,265.

    13F-HR 0001776290-25-000001 filed by Zhang Financial 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 1,807 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,600,563.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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