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Kestra Advisory Services, LLC: LLY position timeline

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

Kestra Advisory Services, LLC held 177,014 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,014 shares
    Change vs previous 13F -2,923 shares

    0.47% of the 13F portfolio, value $212,315,395.

    13F-HR 0001830819-26-000007 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 56,415 shares
    • Kestra Advisory Services, LLC: 118,181 shares
    • Kestra Investment Management, LLC: 2,418 shares

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

  2. period ended2026-03-31
    13F 179,937 shares
    Change vs previous 13F +18,119 shares

    0.41% of the 13F portfolio, value $165,500,076.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 54,306 shares
    • Kestra Advisory Services, LLC: 122,730 shares
    • Kestra Investment Management, LLC: 2,901 shares

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

  3. period ended2025-12-31
    13F 161,818 shares
    Change vs previous 13F +17,688 shares

    0.48% of the 13F portfolio, value $173,902,808.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,525 shares
    • Kestra Advisory Services, LLC: 108,124 shares
    • Kestra Investment Management, LLC: 2,169 shares

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

  4. period ended2025-09-30
    13F 144,130 shares
    Change vs previous 13F +6,336 shares

    0.33% of the 13F portfolio, value $109,971,101.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 51,636 shares
    • Kestra Advisory Services, LLC: 90,318 shares
    • Kestra Investment Management, LLC: 2,176 shares

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

  5. period ended2025-06-30
    13F/A 137,794 shares
    Change vs previous 13F +6,281 shares

    0.35% of the 13F portfolio, value $107,414,120.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 48,936 shares
    • Kestra Advisory Services, LLC: 85,380 shares
    • Kestra Investment Management, LLC: 3,478 shares

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

  6. period ended2025-03-31
    13F/A 131,513 shares
    Change vs previous 13F +6,508 shares

    0.36% of the 13F portfolio, value $108,617,902.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 44,072 shares
    • Kestra Advisory Services, LLC: 84,220 shares
    • Kestra Investment Management, LLC: 3,221 shares

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

  7. period ended2024-12-31
    13F 125,005 shares
    Change vs previous 13F +2,512 shares

    0.36% of the 13F portfolio, value $96,504,062.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 39,354 shares
    • Kestra Advisory Services, LLC: 82,920 shares
    • Kestra Investment Management, LLC: 2,731 shares

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

  8. period ended2024-09-30
    13F 122,493 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $108,535,572.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 32,968 shares
    • Kestra Advisory Services, LLC: 86,553 shares
    • Kestra Investment Management, LLC: 2,972 shares

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