Ownership history in Wealth Dimensions Group, Ltd. · 21 quarters on record
This page tracks every 13F SEC filing in which Wealth Dimensions Group, Ltd. 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 | 3,705 | -126 | -3.3% | 0.79% | $4.0M | $1072.89 |
| 2025 Q3 | REDUCED | 3,831 | -21 | -0.5% | 0.60% | $2.9M | $760.61 |
| 2025 Q2 | ADDED | 3,852 | +162 | +4.4% | 0.66% | $3.0M | $775.39 |
| 2025 Q1 | ADDED | 3,690 | +172 | +4.9% | 0.73% | $3.0M | $819.84 |
| 2024 Q4 | ADDED | 3,518 | +260 | +8.0% | 0.67% | $2.7M | $765.01 |
| 2024 Q3 | ADDED | 3,258 | +81 | +2.5% | 0.73% | $2.9M | $876.46 |
| 2024 Q2 | REDUCED | 3,177 | -65 | -2.0% | 0.82% | $2.9M | $894.45 |
| 2024 Q1 | ADDED | 3,242 | +260 | +8.7% | 0.74% | $2.5M | $767.26 |
| 2023 Q4 | REDUCED | 2,982 | -512 | -14.7% | 0.55% | $1.7M | $573.89 |
| 2023 Q3 | REDUCED | 3,494 | -18 | -0.5% | 0.68% | $1.9M | $527.84 |
As of 2025 Q4 — sorted by position size