SEC 13F Intelligence

Mosaic Financial Group, LLC / LLY

Mosaic Financial Group, LLC’s Eli Lilly & Co Position

Does Mosaic Financial Group, LLC own Eli Lilly & Co (LLY)? Yes2.1K shares worth $2M (+1.35% of its 13F portfolio) as of Q1 2026, up from 2.1K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
2.1K
% of Portfolio
+1.35%
Quarters Held
9
currently held

Position History LLY

Reported value by quarter
Q1 ’24: $3MQ1 ’24Q2 ’24: $3MQ3 ’24: $2MQ3 ’24Q4 ’24: $2MQ1 ’25: $2MQ1 ’25Q2 ’25: $2MQ3 ’25: $2MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20262.1K$2M+1.35%
Q4 20252.1K$2M+1.51%
Q3 20252.1K$2M+1.12%
Q2 20252.2K$2M+1.32%
Q1 20252.2K$2M+1.48%
Q4 20242.2K$2M+1.23%
Q3 20242.3K$2M+1.45%
Q2 20243.3K$3M+2.15%
Q1 20243.3K$3M+2.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Mosaic Financial Group, LLC’s full portfolio or all institutional holders of LLY.