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AmeriServ Wealth Advisors: LLY position timeline

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

AmeriServ Wealth Advisors held 2,762 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,762 shares
    Change vs previous 13F -42 shares

    2.2% of the 13F portfolio, value $3,312,825.

    13F-HR 0001172661-26-003007 filed by AmeriServ Wealth Advisors
    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 2,804 shares
    Change vs previous 13F -127 shares

    1.65% of the 13F portfolio, value $2,579,034.

    13F-HR 0001172661-26-001807 filed by AmeriServ Wealth Advisors
    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 2,931 shares
    Change vs previous 13F +2 shares

    1.83% of the 13F portfolio, value $3,149,886.

    13F-HR 0001172661-26-000585 filed by AmeriServ Wealth Advisors
    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 2,929 shares
    Change vs previous 13F -174 shares

    1.13% of the 13F portfolio, value $2,234,827.

    13F-HR 0001172661-25-004730 filed by AmeriServ Wealth Advisors
    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 3,103 shares
    Change vs previous 13F -12 shares

    1.2% of the 13F portfolio, value $2,418,880.

    13F-HR 0001172661-25-003097 filed by AmeriServ Wealth Advisors
    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 3,115 shares
    Change vs previous 13F -66 shares

    1.49% of the 13F portfolio, value $2,572,709.

    13F-HR 0001172661-25-001826 filed by AmeriServ Wealth Advisors
    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 3,181 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $2,455,732.

    13F-HR 0001172661-25-001082 filed by AmeriServ Wealth Advisors
    Filed (acceptance time not in the bulk data set), ingested

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