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EverSource Wealth Advisors, LLC: LLY position timeline

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

EverSource Wealth Advisors, LLC held 7,378 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,378 shares
    Change vs previous 13F -2,242 shares

    0.3% of the 13F portfolio, value $8,850,827.

    13F-HR 0001710537-26-000007 filed by EverSource Wealth Advisors, LLC
    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/A 9,620 shares
    Change vs previous 13F +2,491 shares

    0.27% of the 13F portfolio, value $8,847,682.

    13F-HR/A 0001710537-26-000006 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,129 shares
    Change vs previous 13F +733 shares

    0.28% of the 13F portfolio, value $7,661,954.

    13F-HR 0001710537-26-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,396 shares
    Change vs previous 13F +276 shares

    0.19% of the 13F portfolio, value $4,880,088.

    13F-HR 0001710537-25-000009 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 6,120 shares
    Change vs previous 13F +1,078 shares

    0.22% of the 13F portfolio, value $4,770,904.

    13F-HR 0001710537-25-000006 filed by EverSource Wealth Advisors, LLC
    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 5,042 shares
    Change vs previous 13F +999 shares

    0.23% of the 13F portfolio, value $4,164,762.

    13F-HR 0001710537-25-000003 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 4,043 shares
    Change vs previous 13F +248 shares

    0.18% of the 13F portfolio, value $3,121,194.

    13F-HR 0001710537-25-000001 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,795 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $3,362,869.

    13F-HR 0001710537-24-000010 filed by EverSource Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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