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Eli Lilly & Co. shares owned by Heritage Financial Services

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Heritage Financial Services from 13F filings

Historical chart of Heritage Financial Services investment in Eli Lilly & Co.

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All positions including Eli Lilly & Co. held by Heritage Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Heritage Financial Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 1.8k 582.92
2023-09-30 $923k 1.7k 537.13
2023-06-30 $776k 1.7k 468.98
2023-03-31 $569k 1.7k 343.42
2022-12-31 $582k 1.6k 365.84
2022-09-30 $297k 920 322.83
2022-06-30 $298k 920 323.91
2022-03-31 $263k 920 285.87
2021-12-31 $273k 990 275.76