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Ascentis Wealth Management, LLC: LLY position timeline

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

Ascentis Wealth Management, LLC held 790 LLY shares at 2026-06-30 per its 13F-HR/A filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 790 shares
    Change vs previous 13F -7,687 shares

    0.13% of the 13F portfolio, value $947,534.

    13F-HR/A 0002032602-26-000007 filed by Ascentis Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3 shares
    • Ascentis Wealth Management, LLC: 787 shares

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

  2. period ended2026-03-31
    13F 8,477 shares
    Change vs previous 13F +3,433 shares

    0.43% of the 13F portfolio, value $7,798,184.

    13F-HR 0001845003-26-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 7,432 shares
    • Ascentis Wealth Management, LLC: 1,045 shares

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

  3. period ended2025-12-31
    13F 5,044 shares
    Change vs previous 13F +587 shares

    0.52% of the 13F portfolio, value $5,421,529.

    13F-HR 0001845003-26-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,535 shares
    • Ascentis Wealth Management, LLC: 1,509 shares

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

  4. period ended2025-09-30
    13F 4,457 shares
    Change vs previous 13F +165 shares

    0.32% of the 13F portfolio, value $3,401,207.

    13F-HR 0001845003-25-000006 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,095 shares
    • Ascentis Wealth Management, LLC: 1,362 shares

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

  5. period ended2025-06-30
    13F 4,292 shares
    Change vs previous 13F +690 shares

    0.35% of the 13F portfolio, value $3,342,003.

    13F-HR 0001845003-25-000004 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 3,104 shares
    • Ascentis Wealth Management, LLC: 1,188 shares

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

  6. period ended2025-03-31
    13F 3,602 shares
    Change vs previous 13F -512 shares

    0.36% of the 13F portfolio, value $2,953,411.

    13F-HR 0001845003-25-000002 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,522 shares
    • Ascentis Wealth Management, LLC: 1,080 shares

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

  7. period ended2024-12-31
    13F 4,114 shares
    Change vs previous 13F +401 shares

    0.37% of the 13F portfolio, value $3,176,028.

    13F-HR 0001845003-25-000001 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,484 shares
    • Ascentis Wealth Management, LLC: 1,630 shares

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

  8. period ended2024-09-30
    13F/A 3,713 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $3,289,847.

    13F-HR 0001845003-24-000003 filed by Ascentis Independent Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Ascentis Independent Advisors: 2,374 shares
    • Ascentis Wealth Management, LLC: 1,339 shares

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