Ownership history in Pine Harbor Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Pine Harbor Wealth Management, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 1,515 | +17 | +1.1% | 0.50% | $1.6M | $1072.89 |
| 2025 Q3 | ADDED | 1,498 | +17 | +1.1% | 0.37% | $1.1M | $760.61 |
| 2025 Q2 | UNCHANGED | 1,481 | — | 0% | 0.41% | $1.2M | $775.39 |
| 2025 Q1 | ADDED | 1,481 | +2 | +0.1% | 0.49% | $1.2M | $819.84 |
| 2024 Q4 | ADDED | 1,479 | +2 | +0.1% | 0.46% | $1.1M | $765.01 |
| 2024 Q3 | UNCHANGED | 1,477 | — | 0% | 0.65% | $1.3M | $876.46 |
| 2024 Q2 | ADDED | 1,477 | +2 | +0.1% | 0.79% | $1.3M | $894.45 |
| 2024 Q1 | INITIATED | 1,475 | — | — | 0.72% | $1.1M | — |
As of 2025 Q4 — sorted by position size