Defined Financial Planning LLC

SEC CIK: 0002056559
Latest filing: Oct 15, 2025

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by Defined Financial Planning 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 Q3 2025 holdings

Shares (Q3 2025): 570
Value: $482.1K
% of portfolio: 0.4%
Quarters held: 4; Since Q4 2024

Holdings of LLY by Defined Financial Planning LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	570	$482.1K	0.4%	+206+56.6%	Added	Holders
Q2 2025	364	$280.9K	0.2%	−57−13.5%	Reduced	Holders
Q1 2025	421	$339.0K	0.3%	+26+6.6%	Added	Holders
Q4 2024	395	$304.9K	0.3%	–	No prior filing	Holders