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Diversify Advisory Services, LLC: LLY position timeline

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

Diversify Advisory Services, LLC held 33,368 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,368 shares
    Change vs previous 13F +15,318 shares

    0.34% of the 13F portfolio, value $39,958,962.

    13F-HR 0002021232-26-000005 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 16,684 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 16,684 shares

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

  2. period ended2026-03-31
    13F 18,050 shares
    Change vs previous 13F +3,402 shares

    0.25% of the 13F portfolio, value $15,364,638.

    13F-HR 0002030780-26-000002 filed by DIVERSIFY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 892 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 17,158 shares

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

  3. period ended2025-12-31
    13F 14,648 shares
    Change vs previous 13F -349 shares

    0.29% of the 13F portfolio, value $15,484,747.

    13F-HR 0002021232-26-000001 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,582 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,066 shares

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

  4. period ended2025-09-30
    13F 14,997 shares
    Change vs previous 13F +319 shares

    0.29% of the 13F portfolio, value $13,445,601.

    13F-HR 0002021232-25-000006 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,583 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,414 shares

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

  5. period ended2025-06-30
    13F 14,678 shares
    Change vs previous 13F +967 shares

    0.22% of the 13F portfolio, value $9,385,729.

    13F-HR 0001085146-25-005226 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,455 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 7,223 shares

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

  6. period ended2025-03-31
    13F 13,711 shares
    Change vs previous 13F +1,721 shares

    0.41% of the 13F portfolio, value $12,137,260.

    13F-HR 0001085146-25-002578 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 7,031 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 6,680 shares

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

  7. period ended2024-12-31
    13F 11,990 shares
    Change vs previous 13F -1,605 shares

    0.31% of the 13F portfolio, value $9,590,905.

    13F-HR 0001085146-25-000251 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 6,114 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 5,876 shares

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

  8. period ended2024-09-30
    13F 13,595 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $12,332,571.

    13F-HR 0001085146-24-005134 filed by Diversify Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Diversify Advisory Services, LLC: 8,912 shares
    • DIVERSIFY WEALTH MANAGEMENT, LLC: 4,683 shares

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