Centricity Wealth Management, LLC

SEC CIK: 0002054645
Latest filing: Jul 18, 2025

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by Centricity Wealth Management, LLC, 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 Q2 2025 holdings

Shares (Q2 2025): 820
Value: $639.2K
% of portfolio: 0.5%
Quarters held: 3; Since Q4 2024

Holdings of LLY by Centricity Wealth Management, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2025	820	$639.2K	0.5%	−3−0.4%	Reduced	Holders
Q1 2025	823	$679.7K	0.6%	−3−0.4%	Reduced	Holders
Q4 2024	826	$637.7K	0.6%	–	No prior filing	Holders