Clearstead Advisors, LLC

SEC CIK: 0000842775
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

LLY holding history

Eli Lilly & Co in every 13F filed by Clearstead Advisors, 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 2026 holdings

Shares (Q2 2026): 55,467
Value: $66.5M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of LLY by Clearstead Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	55,467	$66.5M	0.6%	−4,714−7.8%	Reduced	Holders
Q1 2026	60,181	$55.4M	0.5%	+10,774+21.8%	Added	Holders
Q4 2025	49,407	$53.1M	0.7%	+679+1.4%	Added	Holders
Q3 2025	48,728	$37.2M	0.5%	+99+0.2%	Added	Holders
Q2 2025	48,629	$37.9M	0.5%	+15,223+45.6%	Added	Holders
Q1 2025	33,406	$27.6M	0.4%	−567−1.7%	Reduced	Holders
Q4 2024	33,973	$26.2M	0.4%	−817−2.3%	Reduced	Holders
Q3 2024	34,790	$30.8M	0.5%	−363−1.0%	Reduced	Holders
Q2 2024	35,153	$31.8M	0.5%	+15,205+76.2%	Added	Holders
Q1 2024	19,948	$15.1M	0.7%	−738−3.6%	Reduced	Holders
Q4 2023	20,686	$13.1M	0.7%	−226−1.1%	Reduced	Holders
Q3 2023	20,912	$11.2M	0.7%	−1,086−4.9%	Reduced	Holders
Q2 2023	21,998	$10.3M	0.6%	+4,910+28.7%	Added	Holders
Q1 2023	17,088	$5.87M	0.4%	+199+1.2%	Added	Holders
Q4 2022	16,889	$6.18M	0.5%	+199+1.2%	Added	Holders
Q3 2022	16,690	$5.40M	0.5%	−2,603−13.5%	Reduced	Holders
Q2 2022	19,293	$6.25M	0.5%	−197−1.0%	Reduced	Holders
Q1 2022	19,490	$5.58M	0.4%	+2,459+14.4%	Added	Holders
Q4 2021	17,031	$4.70M	0.3%	−576−3.3%	Reduced	Holders
Q3 2021	17,607	$4.07M	0.3%	+133+0.8%	Added	Holders
Q2 2021	17,474	$4.01M	0.3%	+395+2.3%	Added	Holders
Q1 2021	17,079	$3.19M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.