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BAR HARBOR WEALTH MANAGEMENT: LLY position timeline

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

BAR HARBOR WEALTH MANAGEMENT held 65,715 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 65,715 shares
    Change vs previous 13F -4,790 shares

    4.23% of the 13F portfolio, value $78,820,542.

    13F-HR 0001035463-26-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 70,505 shares
    Change vs previous 13F -1,605 shares

    3.79% of the 13F portfolio, value $64,848,384.

    13F-HR 0001035463-26-000002 filed by BAR HARBOR WEALTH MANAGEMENT
    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 72,110 shares
    Change vs previous 13F -217 shares

    4.48% of the 13F portfolio, value $77,495,175.

    13F-HR 0001035463-26-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 72,327 shares
    Change vs previous 13F -2,647 shares

    3.31% of the 13F portfolio, value $55,185,501.

    13F-HR 0001035463-25-000006 filed by BAR HARBOR WEALTH MANAGEMENT
    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 74,974 shares
    Change vs previous 13F -1,139 shares

    3.74% of the 13F portfolio, value $58,444,482.

    13F-HR 0001035463-25-000004 filed by BAR HARBOR WEALTH MANAGEMENT
    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 76,113 shares
    Change vs previous 13F -835 shares

    4.16% of the 13F portfolio, value $62,862,488.

    13F-HR 0001035463-25-000003 filed by BAR HARBOR WEALTH MANAGEMENT
    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 76,948 shares
    Change vs previous 13F -340 shares

    3.89% of the 13F portfolio, value $59,403,856.

    13F-HR 0001035463-25-000001 filed by BAR HARBOR WEALTH MANAGEMENT
    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 77,288 shares
    Change vs previous 13F not available

    4.37% of the 13F portfolio, value $68,472,531.

    13F-HR 0001035463-24-000007 filed by BAR HARBOR WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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