Ownership history in Compass Wealth Management LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Compass Wealth Management LLC reported a position in LILLY ELI & CO (LLY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 6,203 | +75 | +1.2% | 1.06% | $4.7M | $760.61 |
| 2025 Q2 | UNCHANGED | 6,128 | — | 0% | 1.14% | $4.8M | $775.39 |
| 2025 Q1 | REDUCED | 6,128 | -502 | -7.6% | 1.29% | $5.1M | $819.84 |
| 2024 Q4 | REDUCED | 6,630 | -110 | -1.6% | 1.23% | $5.1M | $765.01 |
| 2024 Q3 | REDUCED | 6,740 | -440 | -6.1% | 1.41% | $6.0M | $876.46 |
| 2024 Q2 | REDUCED | 7,180 | -125 | -1.7% | 1.60% | $6.5M | $894.45 |
| 2024 Q1 | REDUCED | 7,305 | -420 | -5.4% | 1.42% | $5.7M | $767.26 |
| 2023 Q4 | REDUCED | 7,725 | -345 | -4.3% | 1.26% | $4.5M | $573.89 |
| 2023 Q3 | REDUCED | 8,070 | -755 | -8.6% | 1.36% | $4.3M | $527.84 |
| 2023 Q2 | UNCHANGED | 8,825 | — | 0% | 0.96% | $3.0M | $459.88 |
As of 2025 Q4 — sorted by position size