Eli Lilly & Co. shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $991k | 1.1k | 885.94 |
| 2024-06-30 | $809k | 893 | 905.38 |
| 2024-03-31 | $696k | 895 | 777.96 |
| 2023-12-31 | $557k | 955 | 582.92 |
| 2023-09-30 | $796k | 1.5k | 537.13 |
| 2023-06-30 | $695k | 1.5k | 468.98 |
| 2023-03-31 | $509k | 1.5k | 343.42 |
| 2022-12-31 | $597k | 1.6k | 365.84 |
| 2022-09-30 | $595k | 1.8k | 323.35 |
| 2022-06-30 | $645k | 2.0k | 324.28 |
| 2022-03-31 | $598k | 2.1k | 286.26 |
| 2021-12-31 | $2.6M | 9.5k | 276.22 |
| 2021-09-30 | $2.2M | 9.5k | 231.05 |
| 2021-06-30 | $2.2M | 9.5k | 229.52 |
| 2021-03-31 | $1.8M | 9.5k | 186.82 |
| 2020-12-31 | $1.6M | 9.5k | 168.87 |
| 2020-09-30 | $294k | 2.0k | 148.02 |
| 2020-06-30 | $326k | 225 | 1448.89 |
| 2020-03-31 | $276k | 2.0k | 138.72 |
| 2019-12-31 | $261k | 2.0k | 131.43 |
| 2019-09-30 | $222k | 2.0k | 111.61 |
| 2019-06-30 | $180k | 1.6k | 110.79 |
| 2019-03-31 | $117k | 905 | 129.76 |
| 2018-12-31 | $104k | 905 | 114.92 |
| 2018-09-30 | $97k | 905 | 107.18 |