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Prosperity Planning, Inc.

SEC CIK
0001843292
Latest filing
Jul 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Prosperity Planning, Inc., 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)
508
Value
$609.3K
% of portfolio
0.1%
Quarters held
5
Since Q2 2025
Holdings of LLY by Prosperity Planning, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026508$609.3K0.1%00.0%UnchangedHolders
Q1 2026508$467.2K0.1%+66+14.9%AddedHolders
Q4 2025442$475.0K0.1%+12+2.8%AddedHolders
Q3 2025430$328.1K0.1%00.0%UnchangedHolders
Q2 2025430$335.2K0.1%+430NewHolders