Eli Lilly & Co. shares owned by Rooted Wealth Advisors
Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Rooted Wealth Advisors
from 13F filings
Historical chart of Rooted Wealth Advisors investment in Eli Lilly & Co.
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Quarterly reported holdings in Eli Lilly & Co. by Rooted Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $339k | 403 | 840.12 |
| 2025-06-30 | $451k | 568 | 793.15 |
| 2025-03-31 | $393k | 532 | 738.32 |
| 2024-12-31 | $456k | 589 | 774.19 |
| 2024-09-30 | $558k | 621 | 898.55 |
| 2024-06-30 | $437k | 515 | 848.54 |
| 2024-03-31 | $384k | 503 | 763.42 |
| 2023-12-31 | $338k | 479 | 705.64 |
| 2023-09-30 | $273k | 461 | 592.19 |
| 2023-06-30 | $220k | 473 | 465.12 |