Eli Lilly & Co. shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.4M | 7.1k | 762.99 |
| 2025-06-30 | $5.1M | 6.5k | 779.50 |
| 2025-03-31 | $5.9M | 7.1k | 824.83 |
| 2024-12-31 | $6.8M | 8.8k | 772.03 |
| 2024-09-30 | $13M | 15k | 885.56 |
| 2024-06-30 | $13M | 14k | 905.42 |
| 2024-03-31 | $7.0M | 9.0k | 778.01 |
| 2023-12-31 | $5.8M | 9.9k | 582.89 |
| 2023-09-30 | $4.6M | 3.9k | 1167.75 |
| 2023-06-30 | $903k | 1.9k | 468.98 |