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Livermore
Livermore
ZHEN

Lee Financial Co

SEC CIK
0001391166
Latest filing
Jul 22, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Lee Financial Co, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
1,668
Value
$2.00M
% of portfolio
0.3%
Quarters held
22
Since Q1 2021
Holdings of LLY by Lee Financial Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,668$2.00M0.3%−50−2.9%ReducedHolders
Q1 20261,718$1.58M0.2%−28−1.6%ReducedHolders
Q4 20251,746$1.88M0.3%−648−27.1%ReducedHolders
Q3 20252,394$1.83M0.2%+652+37.4%AddedHolders
Q2 20251,742$1.36M0.2%−25−1.4%ReducedHolders
Q1 20251,767$1.46M0.2%−650−26.9%ReducedHolders
Q4 20242,417$1.87M0.3%+110+4.8%AddedHolders
Q3 20242,307$2.04M0.3%+619+36.7%AddedHolders
Q2 20241,688$1.53M0.2%+141+9.1%AddedHolders
Q1 20241,547$1.20M0.2%+103+7.1%AddedHolders
Q4 20231,444$841.7K0.1%+53+3.8%AddedHolders
Q3 20231,391$747.1K0.1%+94+7.2%AddedHolders
Q2 20231,297$608.3K0.1%+306+30.9%AddedHolders
Q1 2023991$340.3K0.1%−79−7.4%ReducedHolders
Q4 20221,070$391.4K0.1%+50+4.9%AddedHolders
Q3 20221,020$329.0K0.1%+6+0.6%AddedHolders
Q2 20221,014$328.0K0.1%+48+5.0%AddedHolders
Q1 2022966$277.0K<0.1%−1−0.1%ReducedHolders
Q4 2021967$268.0K0.1%+15+1.6%AddedHolders
Q3 2021952$220.0K<0.1%+13+1.4%AddedHolders
Q2 2021939$216.0K<0.1%00.0%UnchangedHolders
Q1 2021939$175.0K<0.1%––Holders

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