Eli Lilly and Company
MX ˙ BMV ˙ US5324571083
SecurityMX:LLY / Eli Lilly and Company
InstitutionTrue Wealth Design, LLC
Latest Disclosed Ownership433 shares
Latest Disclosed Value $ 398,241
True Wealth Design, LLC reports 148.85% increase in ownership of LLY / Eli Lilly and Company

On April 13, 2026 - True Wealth Design, LLC filed a 13F-HR form disclosing ownership of 433 shares of Eli Lilly and Company (MX:LLY) valued at $398,241 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 174 shares of Eli Lilly and Company. This represents a change in shares of 148.85% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-13 2026-03-31 13F ELI LILLY COM 532457108 433 259 148.85 398 113.98 0.1105
2026-01-08 2025-12-31 13F ELI LILLY COM 532457108 174 23 15.23 187 63.16 0.0548
2025-10-21 2025-09-30 13F ELI LILLY COM 532457108 151 2 1.34 115 -0.87 0.0351
2025-08-06 2025-06-30 13F ELI LILLY COM 532457108 149 10 7.19 116 0.88 0.0409
2025-05-13 2025-03-31 13F ELI LILLY COM 532457108 139 8 6.11 115 14.00 0.0436
2025-02-14 2024-12-31 13F ELI LILLY COM 532457108 131 15 12.93 101 -1.96 0.0392
2024-11-14 2024-09-30 13F ELI LILLY COM 532457108 116 -34 -22.67 103 -24.44 0.0401
2024-08-14 2024-06-30 13F ELI LILLY COM 532457108 150 6 4.17 136 20.54 0.0336
2024-05-14 2024-03-31 13F ELI LILLY COM 532457108 144 107 289.19 112 433.33 0.0279
2024-02-14 2023-12-31 13F ELI LILLY COM 532457108 37 0 0.00 22 10.53 0.0061
2023-11-13 2023-09-30 13F ELI LILLY COM 532457108 37 -1 -2.63 20 11.76 0.0066
2023-08-14 2023-06-30 13F LILLY ELI COM 532457108 38 -4 -9.52 18 21.43 0.0065
2023-05-12 2023-03-31 13F LILLY ELI COM 532457108 42 3 7.69 14 0.00 0.0060
2023-02-15 2022-12-31 13F LILLY ELI COM 532457108 39 39 14 0.0066
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.