Ownership history in Secure Asset Management, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Secure Asset Management, 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 | REDUCED | 6,766 | -294 | -4.2% | 1.14% | $7.3M | $1072.89 |
| 2025 Q3 | ADDED | 7,060 | +1,991 | +39.3% | 0.96% | $5.8M | $760.61 |
| 2025 Q2 | ADDED | 5,069 | +1,162 | +29.7% | 0.73% | $4.0M | $775.39 |
| 2025 Q1 | ADDED | 3,907 | +262 | +7.2% | 0.65% | $3.2M | $819.84 |
| 2024 Q4 | ADDED | 3,645 | +1,689 | +86.3% | 0.43% | $2.8M | $765.01 |
| 2024 Q3 | ADDED | 1,956 | +301 | +18.2% | 0.29% | $1.7M | $876.46 |
| 2024 Q2 | ADDED | 1,655 | +1,105 | +200.9% | 0.28% | $1.5M | $894.45 |
| 2024 Q1 | REDUCED | 550 | -492 | -47.2% | 0.10% | $428K | $767.26 |
| 2023 Q4 | ADDED | 1,042 | +235 | +29.1% | 0.16% | $607K | $573.89 |
| 2023 Q3 | ADDED | 807 | +80 | +11.0% | 0.13% | $433K | $527.84 |
As of 2025 Q4 — sorted by position size