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Disclosery

CWM, LLC: LLY position timeline

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

CWM, LLC held 144,076 LLY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 144,076 shares
    Change vs previous 13F +6,245 shares

    0.35% of the 13F portfolio, value $132,517,163.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 137,831 shares
    Change vs previous 13F +39,276 shares

    0.4% of the 13F portfolio, value $148,124,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 98,555 shares
    Change vs previous 13F +9,812 shares

    0.23% of the 13F portfolio, value $75,198,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 88,743 shares
    Change vs previous 13F -10,890 shares

    0.24% of the 13F portfolio, value $69,177,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 99,633 shares
    Change vs previous 13F +4,915 shares

    0.33% of the 13F portfolio, value $82,288,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 94,718 shares
    Change vs previous 13F +19,629 shares

    0.3% of the 13F portfolio, value $73,122,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 75,089 shares
    Change vs previous 13F +2,389 shares

    0.29% of the 13F portfolio, value $66,524,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 72,700 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $65,821,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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