LLY LILLY ELI & CO

Ownership history in Indie Asset Partners, LLC  ·  25 quarters on record

AI Ownership Summary

Indie Asset Partners, LLC reported LILLY ELI & CO (LLY) in 25 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 44.99% in 2024 Q1. The latest visible filing shows LLY at 13.82% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this LLY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Indie Asset Partners, LLC's position in LILLY ELI & CO, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

LLY was reported at 13.82% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
44.99% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Indie Asset Partners, LLC held LLY — position size vs. price
% of Fund (quarterly)    LLY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 11,536 +2,322 +25.2% 13.82% $12.4M 2026-02-14 (Est.) $1040.00
2025 Q3 ADDED 9,214 +7,941 +623.8% 9.36% $7.0M 2025-11-06 $934.51
2025 Q2 REDUCED 1,273 -57,944 -97.9% 1.81% $992K 2025-08-12 $636.03
2025 Q1 REDUCED 59,217 -608 -1.0% 42.40% $48.9M 2025-05-07 $771.01
2024 Q4 REDUCED 59,825 -880 -1.4% 36.27% $46.2M 2025-02-03 $803.09
2024 Q3 ADDED 60,705 +7 +0.0% 40.28% $53.8M 2024-10-29 $893.92
2024 Q2 REDUCED 60,698 -4,282 -6.6% 43.76% $55.0M 2024-08-05 $765.90
2024 Q1 REDUCED 64,980 -147 -0.2% 44.99% $50.6M 2024-05-10 $749.54
2023 Q4 ADDED 65,127 +77 +0.1% 34.25% $38.0M 2024-01-26 $629.35
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Indie Asset Partners, LLC and LLY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Indie Asset Partners, LLC reported owning LLY?

Indie Asset Partners, LLC reported LLY across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported LLY position in Indie Asset Partners, LLC's portfolio?

The largest reported portfolio weight for LLY was 44.99% in 2024 Q1.

What is the latest reported LLY position on this page?

The most recent filing on this page is 2025 Q4, when Indie Asset Partners, LLC reported 11,536 shares, equal to 13.82% of portfolio, with an estimated market value of $12.4M.

What does the chart on this LLY ownership page compare?

The chart compares Indie Asset Partners, LLC's quarterly LLY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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