Ownership history in Essential Planning, LLC. · 13 quarters on record
This page tracks every 13F SEC filing in which Essential Planning, 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 | UNCHANGED | 9,724 | — | 0% | 3.33% | $10.4M | $1072.89 |
| 2025 Q3 | REDUCED | 9,724 | -1,273 | -11.6% | 2.55% | $7.4M | $760.61 |
| 2025 Q2 | REDUCED | 10,997 | -22 | -0.2% | 3.19% | $8.6M | $775.39 |
| 2025 Q1 | REDUCED | 11,019 | -705,062 | -98.5% | 3.67% | $9.1M | $819.84 |
| 2024 Q4 | ADDED | 716,081 | +705,076 | +6406.9% | 3.87% | $593.5M | $765.01 |
| 2024 Q3 | REDUCED | 11,005 | -1,261 | -10.3% | 4.00% | $9.7M | $876.46 |
| 2024 Q2 | REDUCED | 12,266 | -31 | -0.3% | 4.89% | $11.1M | $894.45 |
| 2024 Q1 | UNCHANGED | 12,297 | — | 0% | 3.59% | $7.2M | $767.26 |
| 2023 Q4 | ADDED | 12,297 | +1 | +0.0% | 3.62% | $7.2M | $573.89 |
| 2023 Q3 | UNCHANGED | 12,296 | — | 0% | 3.66% | $6.6M | $527.84 |
As of 2025 Q4 — sorted by position size