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Disclosery

Concord Wealth Partners: LLY position timeline

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

Concord Wealth Partners held 6,865 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,865 shares
    Change vs previous 13F +547 shares

    0.54% of the 13F portfolio, value $8,234,102.

    13F-HR 0001814214-26-000004 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,673 shares
    • Concord Asset Management, LLC/VA: 3,192 shares

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

  2. period ended2026-03-31
    13F 6,318 shares
    Change vs previous 13F -529 shares

    0.43% of the 13F portfolio, value $5,811,111.

    13F-HR 0001814214-26-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,365 shares
    • Concord Asset Management, LLC/VA: 2,953 shares

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

  3. period ended2025-12-31
    13F 6,847 shares
    Change vs previous 13F +72 shares

    0.55% of the 13F portfolio, value $7,358,343.

    13F-HR 0001814214-26-000001 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,645 shares
    • Concord Asset Management, LLC/VA: 3,202 shares

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

  4. period ended2025-09-30
    13F 6,775 shares
    Change vs previous 13F -529 shares

    0.41% of the 13F portfolio, value $5,169,412.

    13F-HR 0001814214-25-000007 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,527 shares
    • Concord Asset Management, LLC/VA: 3,248 shares

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

  5. period ended2025-06-30
    13F 7,304 shares
    Change vs previous 13F +463 shares

    0.42% of the 13F portfolio, value $5,693,852.

    13F-HR 0001814214-25-000005 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,652 shares
    • Concord Asset Management, LLC/VA: 3,652 shares

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

  6. period ended2025-03-31
    13F 6,841 shares
    Change vs previous 13F -3,489 shares

    0.53% of the 13F portfolio, value $5,661,021.

    13F-HR 0001814214-25-000003 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 3,803 shares
    • Concord Asset Management, LLC/VA: 3,038 shares

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

  7. period ended2024-12-31
    13F 10,330 shares
    Change vs previous 13F +723 shares

    0.75% of the 13F portfolio, value $7,975,113.

    13F-HR 0001814214-25-000002 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,413 shares
    • Concord Asset Management, LLC/VA: 4,917 shares

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

  8. period ended2024-09-30
    13F 9,607 shares
    Change vs previous 13F not available

    0.82% of the 13F portfolio, value $8,511,602.

    13F-HR 0001814214-24-000008 filed by Concord Wealth Partners
    Filed (acceptance time not in the bulk data set), ingested

    • Concord Wealth Partners: 5,067 shares
    • Concord Asset Management, LLC/VA: 4,540 shares

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