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Briaud Financial Planning Inc → LLY

Briaud Financial Planning Inc LLY Position History

Eli Lilly and Company • Healthcare

Quarters held
5
Latest value
$1.2M
Q3 2026
Peak value
$1.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$805K
Q4 2025$1.1M
Q1 2026$971K
Q2 2026$1.3M
Q3 2026$1.2M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.2M1.1K——
Q2 2026$1.3M1.1K——
Q1 2026$971K1.1K——
Q4 2025$1.1M1.0K——
Q3 2025$805K1.1K——

Other funds holding LLY

Other Briaud Financial Planning Inc positions

VGES

VANGUARD INDEX FDS

$207.6M
VGES

VANGUARD INDEX FDS

$205.9M
VGES

VANGUARD INDEX FDS

$184.5M
VGES

VANGUARD INDEX FDS

$172.9M
VGES

VANGUARD INDEX FDS

$111.4M
GLD

SPDR GOLD TR

$85.3M
GLD

SPDR GOLD TR

$78.6M
GLD

SPDR GOLD TR

$78.3M