Ownership history in WEALTH ALLIANCE, LLC · 24 quarters on record
This page tracks every 13F SEC filing in which WEALTH ALLIANCE, LLC 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 | 7,875 | -85 | -1.1% | 0.83% | $8.5M | $1072.89 |
| 2025 Q3 | REDUCED | 7,960 | -422 | -5.0% | 0.62% | $6.1M | $760.61 |
| 2025 Q2 | ADDED | 8,382 | +824 | +10.9% | 0.73% | $6.5M | $775.39 |
| 2025 Q1 | ADDED | 7,558 | +227 | +3.1% | 0.76% | $6.2M | $819.84 |
| 2024 Q4 | ADDED | 7,331 | +457 | +6.6% | 0.68% | $5.7M | $765.01 |
| 2024 Q3 | ADDED | 6,874 | +138 | +2.0% | 0.73% | $6.1M | $876.46 |
| 2024 Q2 | REDUCED | 6,736 | -573 | -7.8% | 0.79% | $6.1M | $894.45 |
| 2024 Q1 | ADDED | 7,309 | +88 | +1.2% | 0.75% | $5.7M | $767.26 |
| 2023 Q4 | ADDED | 7,221 | +285 | +4.1% | 0.59% | $4.2M | $573.89 |
| 2023 Q3 | REDUCED | 6,936 | -92 | -1.3% | 0.59% | $3.7M | $527.84 |
As of 2025 Q4 — sorted by position size