LLY LILLY ELI & CO

Ownership history in TL Private Wealth  ·  21 quarters on record

This page tracks every 13F SEC filing in which TL Private Wealth 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.

Peak position
0.29% (2024 Q2)
Avg. % of fund
0.21%
First filed
2020 Q4
Last filed
2025 Q4
Quarters held
21
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 623 +1 +0.2% 0.25% $662K $1072.89
2025 Q3 UNCHANGED 622 0% 0.20% $510K $760.61
2025 Q2 UNCHANGED 622 0% 0.20% $481K $775.39
2025 Q1 ADDED 622 +1 +0.2% 0.22% $452K $819.84
2024 Q4 REDUCED 621 -50 -7.5% 0.21% $464K $765.01
2024 Q3 UNCHANGED 671 0% 0.27% $603K $876.46
2024 Q2 UNCHANGED 671 0% 0.29% $632K $894.45
2024 Q1 ADDED 671 +1 +0.1% 0.25% $508K $767.26
2023 Q4 UNCHANGED 670 0% 0.20% $391K $573.89
2023 Q3 REDUCED 670 -30 -4.3% 0.22% $383K $527.84
11 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    LLY price (monthly, adj. close)
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