Eli Lilly & Co. shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $217k | 284 | 763.00 |
| 2025-06-30 | $214k | 275 | 779.53 |
| 2025-03-31 | $214k | 259 | 825.91 |
| 2024-09-30 | $254k | 287 | 885.94 |
| 2024-06-30 | $1.2M | 1.4k | 905.38 |
| 2024-03-31 | $1.1M | 1.4k | 777.96 |
| 2023-12-31 | $799k | 1.4k | 582.92 |
| 2023-09-30 | $699k | 1.3k | 537.13 |
| 2023-06-30 | $749k | 1.6k | 468.98 |
| 2023-03-31 | $573k | 1.7k | 343.42 |
| 2022-12-31 | $610k | 1.7k | 365.84 |
| 2022-09-30 | $604k | 1.7k | 362.11 |
| 2022-06-30 | $541k | 1.7k | 324.34 |
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