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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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All positions including Eli Lilly & Co. held by Kingswood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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