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Asset Planning,Inc → LLY

Asset Planning,Inc LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
4
Latest value
$15.3M
Q3 2026
Peak value
$15.9M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$14.5M
Q1 2026$12.4M
Q2 2026$15.9M
Q3 2026$15.3M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$15.3M13.2K——
Q2 2026$15.9M13.2K——
Q1 2026$12.4M13.5K——
Q4 2025$14.5M13.5K——

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