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ANGELES WEALTH MANAGEMENT, LLC: LLY position timeline

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

ANGELES WEALTH MANAGEMENT, LLC held 7,926 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,926 shares
    Change vs previous 13F +468 shares

    0.43% of the 13F portfolio, value $9,506,682.

    13F-HR 0001398344-26-012905 filed by ANGELES 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 7,458 shares
    Change vs previous 13F +732 shares

    0.37% of the 13F portfolio, value $6,859,648.

    13F-HR 0001398344-26-008459 filed by ANGELES 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 6,726 shares
    Change vs previous 13F +1,255 shares

    0.4% of the 13F portfolio, value $7,228,298.

    13F-HR 0001398344-26-003295 filed by ANGELES 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 5,471 shares
    Change vs previous 13F -243 shares

    0.26% of the 13F portfolio, value $4,174,373.

    13F-HR 0001398344-25-020722 filed by ANGELES 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 5,714 shares
    Change vs previous 13F +588 shares

    0.31% of the 13F portfolio, value $4,454,234.

    13F-HR 0001398344-25-013971 filed by ANGELES 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 5,126 shares
    Change vs previous 13F -627 shares

    0.35% of the 13F portfolio, value $4,233,615.

    13F-HR 0001398344-25-008850 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 0 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 5,126 shares

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

  7. period ended2024-12-31
    13F 5,753 shares
    Change vs previous 13F -128 shares

    0.13% of the 13F portfolio, value $4,441,316.

    13F-HR 0001398344-25-001300 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 996 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,757 shares

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

  8. period ended2024-09-30
    13F 5,881 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $5,210,213.

    13F-HR 0001398344-24-019597 filed by ANGELES WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Angeles Investment Advisors, LLC: 1,077 shares
    • ANGELES WEALTH MANAGEMENT, LLC: 4,804 shares

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