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Disclosery

Baron Capital: LLY position timeline

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

Baron Capital held 140,540 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 140,540 shares
    Change vs previous 13F +55,474 shares

    0.25% of the 13F portfolio, value $168,567,892.

    13F-HR 0001017918-26-000067 filed by BAMCO INC /NY/
    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 85,066 shares
    Change vs previous 13F -1,410 shares

    0.24% of the 13F portfolio, value $78,241,155.

    13F-HR 0001017918-26-000043 filed by BAMCO INC /NY/
    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 86,476 shares
    Change vs previous 13F +863 shares

    0.25% of the 13F portfolio, value $92,934,028.

    13F-HR 0001017918-26-000015 filed by BAMCO INC /NY/
    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 85,613 shares
    Change vs previous 13F -13,026 shares

    0.17% of the 13F portfolio, value $65,322,719.

    13F-HR 0001017918-25-000059 filed by BAMCO INC /NY/
    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 98,639 shares
    Change vs previous 13F +65,795 shares

    0.21% of the 13F portfolio, value $76,892,060.

    13F-HR 0001017918-25-000041 filed by BAMCO INC /NY/
    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 32,844 shares
    Change vs previous 13F +12,844 shares

    0.08% of the 13F portfolio, value $27,126,188.

    13F-HR 0001017918-25-000031 filed by BAMCO INC /NY/
    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 20,000 shares
    Change vs previous 13F -3,000 shares

    0.04% of the 13F portfolio, value $15,440,000.

    13F-HR 0001017918-25-000019 filed by BAMCO INC /NY/
    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 23,000 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $20,376,620.

    13F-HR 0001017918-24-000083 filed by BAMCO INC /NY/
    Filed (acceptance time not in the bulk data set), ingested

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