Ownership history in Crown Wealth Group, LLC · 15 quarters on record
This page tracks every 13F SEC filing in which Crown Wealth Group, 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 Q4 | ADDED | 3,265 | +184 | +6.0% | 0.98% | $3.5M | $1072.89 |
| 2025 Q3 | REDUCED | 3,081 | -136 | -4.2% | 0.71% | $2.4M | $760.61 |
| 2025 Q2 | REDUCED | 3,217 | -65 | -2.0% | 0.94% | $2.5M | $775.39 |
| 2025 Q1 | ADDED | 3,282 | +187 | +6.0% | 1.41% | $2.7M | $819.84 |
| 2024 Q4 | ADDED | 3,095 | +54 | +1.8% | 0.97% | $2.4M | $765.01 |
| 2024 Q3 | REDUCED | 3,041 | -205 | -6.3% | 1.17% | $2.7M | $876.46 |
| 2024 Q2 | ADDED | 3,246 | +134 | +4.3% | 1.47% | $2.9M | $894.45 |
| 2024 Q1 | REDUCED | 3,112 | -53 | -1.7% | 1.25% | $2.4M | $767.26 |
| 2023 Q4 | ADDED | 3,165 | +569 | +21.9% | 1.11% | $1.8M | $573.89 |
| 2023 Q3 | REDUCED | 2,596 | -26 | -1.0% | 1.05% | $1.4M | $527.84 |
As of 2025 Q4 — sorted by position size