Morningstar Investment Management LLC: LLY position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Morningstar Investment Management LLC on LLY, newest first. How the timeline and the estimate are built.
Morningstar Investment Management LLC held 0 LLY shares at 2026-03-31 per its 13F-HR filed 2026-05-14.
the latest 13F is the newest step
- period ended2026-03-3113F 0 sharesChange vs previous 13F -564 shares
13F-HR 0001104659-26-061223 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-12-3113F 564 sharesChange vs previous 13F -14 shares
0.04% of the 13F portfolio, value $606,000.
13F-HR 0001104659-26-011874 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 578 sharesChange vs previous 13F +578 shares
0.02% of the 13F portfolio, value $441,000.
13F-HR 0001104659-25-112875 filed by Morningstar Investment Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 0 sharesChange vs previous 13F -3,617 shares
13F-HR 0001104659-25-011953 filed by Morningstar Investment Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2024-09-3013F 3,617 sharesChange vs previous 13F not available
0.03% of the 13F portfolio, value $3,175,000.
13F-HR 0001104659-24-115120 filed by Morningstar Investment Services LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).