LLY ELI LILLY & CO

Ownership history in CVFG LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which CVFG LLC reported a position in ELI LILLY & 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.

Peak position
3.24% (2024 Q4)
Avg. % of fund
2.87%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 3,829 -636 -14.2% 2.82% $4.1M $1072.89
2025 Q3 ADDED 4,465 +187 +4.4% 2.46% $3.4M $760.61
2025 Q2 ADDED 4,278 +60 +1.4% 2.65% $3.3M $775.39
2025 Q1 REDUCED 4,218 -377 -8.2% 3.17% $3.5M $819.84
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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