Ledge Wealth Management, Inc.

SEC CIK: 0001927042
Latest filing: Jan 24, 2024

SEC filings (opens in a new tab)

LLY holding history

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

LLY overview All 13F holders of LLY Full Q4 2023 holdings

Shares (Q4 2023): 3,267
Value: $1.90M
% of portfolio: 0.7%
Quarters held: 4; Since Q1 2023

Holdings of LLY by Ledge Wealth Management, Inc., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q4 2023	3,267	$1.90M	0.7%	−137−4.0%	Reduced	Holders
Q3 2023	3,404	$1.83M	0.8%	+312+10.1%	Added	Holders
Q2 2023	3,092	$1.45M	0.7%	−2−0.1%	Reduced	Holders
Q1 2023	3,094	$1.06M	0.5%	+3,094	New	Holders