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Disclosery

Synergy Asset Management, LLC: LLY position timeline

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

Synergy Asset Management, LLC held 5,265 LLY shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,265 shares
    Change vs previous 13F -351 shares

    0.6% of the 13F portfolio, value $6,314,999.

    13F-HR 0001699080-26-000007 filed by Synergy Asset Management, 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 5,616 shares
    Change vs previous 13F +1,414 shares

    0.55% of the 13F portfolio, value $5,165,429.

    13F-HR 0001699080-26-000005 filed by Synergy Asset Management, 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 4,202 shares
    Change vs previous 13F -50,043 shares

    0.47% of the 13F portfolio, value $4,515,805.

    13F-HR 0001699080-26-000002 filed by Synergy Asset Management, 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 54,245 shares
    Change vs previous 13F +27,380 shares

    1.53% of the 13F portfolio, value $42,277,091.

    13F-HR 0001699080-25-000007 filed by Synergy Asset Management, 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 26,865 shares
    Change vs previous 13F +22,758 shares

    2.4% of the 13F portfolio, value $20,942,073.

    13F-HR 0001699080-25-000006 filed by Synergy Asset Management, 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 4,107 shares
    Change vs previous 13F -2,904 shares

    0.43% of the 13F portfolio, value $3,392,012.

    13F-HR 0001699080-25-000004 filed by Synergy Asset Management, 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 7,011 shares
    Change vs previous 13F +3,799 shares

    0.45% of the 13F portfolio, value $5,801,526.

    13F-HR 0001699080-25-000002 filed by Synergy Asset Management, 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 3,212 shares
    Change vs previous 13F not available

    0.43% of the 13F portfolio, value $2,845,639.

    13F-HR 0001699080-24-000007 filed by Synergy Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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