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Total Wealth Planning, LLC

SEC CIK
0001762997
Latest filing
Feb 13, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Total Wealth Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q4 2025 holdings

Shares (Q4 2025)
0
Sold out in Q4 2025
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q2 2025
Holdings of LLY by Total Wealth Planning, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20250$00.0%−31,948−100.0%Sold outHolders
Q3 202531,948$24.4M2.8%+945+3.0%AddedHolders
Q2 202531,003$24.2M3.1%+31,003NewHolders