Ownership history in Planned Solutions, Inc. · 20 quarters on record
This page tracks every 13F SEC filing in which Planned Solutions, Inc. reported a position in LILLY ELI & CO COM (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 | REDUCED | 2,091 | -99 | -4.5% | 0.72% | $2.2M | $1072.89 |
| 2025 Q3 | REDUCED | 2,190 | -224 | -9.3% | 0.57% | $1.7M | $760.61 |
| 2025 Q2 | REDUCED | 2,414 | -156 | -6.1% | 0.72% | $1.9M | $775.39 |
| 2025 Q1 | REDUCED | 2,570 | -40 | -1.5% | 0.86% | $2.1M | $819.84 |
| 2024 Q4 | REDUCED | 2,610 | -303 | -10.4% | 0.81% | $2.0M | $765.01 |
| 2024 Q3 | REDUCED | 2,913 | -328 | -10.1% | 1.04% | $2.6M | $876.46 |
| 2024 Q2 | REDUCED | 3,241 | -339 | -9.5% | 1.42% | $2.9M | $894.45 |
| 2024 Q1 | REDUCED | 3,580 | -263 | -6.8% | 1.37% | $2.8M | $767.26 |
| 2023 Q4 | UNCHANGED | 3,843 | — | 0% | 1.24% | $2.1M | $573.89 |
| 2023 Q2 | REDUCED | 3,843 | -145 | -3.6% | 1.07% | $1.8M | $459.88 |
As of 2025 Q4 — sorted by position size