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Stonebridge Financial Planning Group, LLC

SEC CIK
0001802494
Latest filing
Jul 31, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Stonebridge Financial Planning Group, 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 Q2 2026 holdings

Shares (Q2 2026)
1,494
Value
$1.79M
% of portfolio
0.6%
Quarters held
16
Since Q1 2021
Holdings of LLY by Stonebridge Financial Planning Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,494$1.79M0.6%−95−6.0%ReducedHolders
Q1 20261,589$1.46M0.5%−24−1.5%ReducedHolders
Q4 20251,613$1.73M0.6%−50−3.0%ReducedHolders
Q3 20251,663$1.27M0.5%−75−4.3%ReducedHolders
Q2 20251,738$1.36M0.6%−25−1.4%ReducedHolders
Q1 20251,763$1.46M0.7%−39−2.2%ReducedHolders
Q4 20241,802$1.39M0.6%+109+6.4%AddedHolders
Q3 20241,693$1.50M0.7%−7−0.4%ReducedHolders
Q2 20241,700$1.54M0.8%+322+23.4%AddedHolders
Q1 20241,378$1.07M0.6%+344+33.3%AddedHolders
Q4 20231,034$602.7K0.3%+594+135.0%AddedHolders
Q3 2023440$236.3K0.2%+440NewHolders
Q1 20220$00.0%−170−100.0%Sold outHolders
Q4 2021170$42.0K<0.1%00.0%UnchangedHolders
Q3 2021170$45.0K<0.1%00.0%UnchangedHolders
Q2 2021170$40.0K<0.1%00.0%UnchangedHolders
Q1 2021170$31.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.