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Disclosery

Advisor OS, LLC: LLY position timeline

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

Advisor OS, LLC held 7,235 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 7,235 shares
    Change vs previous 13F -35 shares

    0.58% of the 13F portfolio, value $8,677,726.

    13F-HR 0001085146-26-000561 filed by Advisor OS, 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 7,270 shares
    Change vs previous 13F +529 shares

    0.48% of the 13F portfolio, value $6,686,610.

    13F-HR 0001085146-26-000400 filed by Advisor OS, 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 6,741 shares
    Change vs previous 13F +668 shares

    0.58% of the 13F portfolio, value $7,244,685.

    13F-HR 0001085146-26-000144 filed by Advisor OS, 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 6,073 shares
    Change vs previous 13F +630 shares

    0.4% of the 13F portfolio, value $4,633,864.

    13F-HR 0001085146-25-005980 filed by Advisor OS, 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 5,443 shares
    Change vs previous 13F +82 shares

    0.42% of the 13F portfolio, value $4,242,668.

    13F-HR 0001085146-25-005152 filed by Advisor OS, 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 5,361 shares
    Change vs previous 13F +18 shares

    0.5% of the 13F portfolio, value $4,428,110.

    13F-HR 0001085146-25-002654 filed by Advisor OS, 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 5,343 shares
    Change vs previous 13F +240 shares

    0.48% of the 13F portfolio, value $4,124,938.

    13F-HR 0001085146-25-000780 filed by Advisor OS, 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 5,103 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $4,521,138.

    13F-HR 0001085146-24-005342 filed by Advisor OS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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