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Disclosery

Pathstone Holdings, LLC: LLY position timeline

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

Pathstone Holdings, LLC held 118,903 LLY shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 118,903 shares
    Change vs previous 13F +3,414 shares

    0.42% of the 13F portfolio, value $143,135,052.

    13F-HR 0002011612-26-000003 filed by Pathstone Holdings, 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 115,489 shares
    Change vs previous 13F +1,993 shares

    0.42% of the 13F portfolio, value $106,222,458.

    13F-HR 0002011612-26-000002 filed by Pathstone Holdings, 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 113,496 shares
    Change vs previous 13F +18,962 shares

    0.47% of the 13F portfolio, value $121,973,042.

    13F-HR 0002011612-26-000001 filed by Pathstone Holdings, 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 94,534 shares
    Change vs previous 13F -1,845 shares

    0.28% of the 13F portfolio, value $72,130,660.

    13F-HR 0002011612-25-000002 filed by Pathstone Holdings, 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 96,379 shares
    Change vs previous 13F -3,744 shares

    0.3% of the 13F portfolio, value $75,123,892.

    13F-HR 0001085146-25-004936 filed by Pathstone Holdings, 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 100,123 shares
    Change vs previous 13F +4,636 shares

    0.36% of the 13F portfolio, value $82,707,564.

    13F-HR 0001085146-25-003172 filed by Pathstone Holdings, 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 95,487 shares
    Change vs previous 13F -1,585 shares

    0.33% of the 13F portfolio, value $73,710,355.

    13F-HR 0001085146-25-001679 filed by Pathstone Holdings, 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 97,072 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $86,000,001.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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