Eli Lilly & Co. shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.4M | 4.3k | 777.92 |
| 2023-09-30 | $1.2M | 2.3k | 537.27 |
| 2023-06-30 | $1.0M | 2.2k | 469.11 |
| 2023-03-31 | $773k | 2.3k | 343.47 |
| 2022-12-31 | $826k | 2.3k | 365.94 |
| 2022-09-30 | $945k | 2.9k | 323.30 |
| 2022-06-30 | $946k | 2.9k | 324.42 |
| 2022-03-31 | $688k | 2.4k | 286.31 |
| 2021-12-31 | $641k | 2.3k | 276.17 |
| 2021-09-30 | $434k | 1.9k | 231.22 |
| 2021-06-30 | $504k | 2.2k | 229.30 |
| 2021-03-31 | $397k | 2.1k | 186.82 |
| 2020-12-31 | $354k | 2.1k | 168.73 |
| 2020-09-30 | $308k | 2.1k | 147.93 |
| 2020-06-30 | $341k | 2.1k | 164.02 |
| 2020-03-31 | $288k | 2.1k | 138.66 |
| 2019-12-31 | $483k | 34k | 14.25 |
| 2019-09-30 | $236k | 2.1k | 111.53 |
| 2019-03-31 | $201k | 1.5k | 130.01 |
More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
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