Ownership history in Olistico Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Olistico Wealth, 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 | 2,398 | — | 0% | 1.26% | $2.6M | $1072.89 |
| 2025 Q3 | REDUCED | 2,398 | -106 | -4.2% | 0.97% | $1.8M | $760.61 |
| 2025 Q2 | REDUCED | 2,504 | -1,068 | -29.9% | 1.08% | $2.0M | $775.39 |
| 2025 Q1 | ADDED | 3,572 | +203 | +6.0% | 1.82% | $3.0M | $819.84 |
| 2024 Q4 | REDUCED | 3,369 | -288 | -7.9% | 1.51% | $2.6M | $765.01 |
| 2024 Q3 | REDUCED | 3,657 | -228 | -5.9% | 1.98% | $3.2M | $876.46 |
| 2024 Q2 | ADDED | 3,885 | +135 | +3.6% | 2.24% | $3.5M | $894.45 |
| 2024 Q1 | ADDED | 3,750 | +751 | +25.0% | 2.11% | $2.9M | $767.26 |
| 2023 Q4 | ADDED | 2,999 | +552 | +22.6% | 1.37% | $1.7M | $573.89 |
| 2023 Q3 | ADDED | 2,447 | +65 | +2.7% | 1.17% | $1.3M | $527.84 |
As of 2025 Q4 — sorted by position size