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Disclosery

Spire Wealth Management: LLY position timeline

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

Spire Wealth Management held 27,938 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,938 shares
    Change vs previous 13F +364 shares

    1.01% of the 13F portfolio, value $33,506,418.

    13F-HR 0001858740-26-000003 filed by Spire Wealth Management
    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 27,574 shares
    Change vs previous 13F -145 shares

    0.87% of the 13F portfolio, value $25,361,951.

    13F-HR 0001858740-26-000002 filed by Spire Wealth Management
    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 27,719 shares
    Change vs previous 13F +592 shares

    1% of the 13F portfolio, value $29,789,270.

    13F-HR 0001858740-26-000001 filed by Spire Wealth Management
    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 27,127 shares
    Change vs previous 13F -138 shares

    0.7% of the 13F portfolio, value $20,698,172.

    13F-HR 0001858740-25-000006 filed by Spire Wealth Management
    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 27,265 shares
    Change vs previous 13F -6,530 shares

    0.76% of the 13F portfolio, value $21,084,503.

    13F-HR 0001858740-25-000004 filed by Spire Wealth Management
    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 33,795 shares
    Change vs previous 13F +848 shares

    0.89% of the 13F portfolio, value $27,911,880.

    13F-HR 0001858740-25-000002 filed by Spire Wealth Management
    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 32,947 shares
    Change vs previous 13F +449 shares

    0.79% of the 13F portfolio, value $25,434,964.

    13F-HR 0001858740-25-000001 filed by Spire Wealth Management
    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 32,498 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $28,791,601.

    13F-HR 0001858740-24-000005 filed by Spire Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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