Heritage Wealth Advisors

SEC CIK: 0001591122
Latest filing: Aug 14, 2026

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LLY holding history

Eli Lilly & Co in every 13F filed by Heritage Wealth Advisors, 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): 1,021
Value: $1.22M
% of portfolio: <0.1%
Quarters held: 22; Since Q1 2021

Holdings of LLY by Heritage Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	1,021	$1.22M	<0.1%	−60−5.6%	Reduced	Holders
Q1 2026	1,081	$994.3K	<0.1%	+75+7.5%	Added	Holders
Q4 2025	1,006	$1.08M	<0.1%	−75−6.9%	Reduced	Holders
Q3 2025	1,081	$824.8K	<0.1%	−9−0.8%	Reduced	Holders
Q2 2025	1,090	$849.7K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	1,090	$900.2K	<0.1%	−38−3.4%	Reduced	Holders
Q4 2024	1,128	$870.8K	<0.1%	+9+0.8%	Added	Holders
Q3 2024	1,119	$991.4K	<0.1%	+226+25.3%	Added	Holders
Q2 2024	893	$808.5K	<0.1%	−2−0.2%	Reduced	Holders
Q1 2024	895	$696.3K	<0.1%	00.0%	Unchanged	Holders
Q4 2023	895	$521.7K	<0.1%	−587−39.6%	Reduced	Holders
Q3 2023	1,482	$796.0K	<0.1%	00.0%	Unchanged	Holders
Q2 2023	1,482	$695.0K	<0.1%	00.0%	Unchanged	Holders
Q1 2023	1,482	$508.9K	<0.1%	−150−9.2%	Reduced	Holders
Q4 2022	1,632	$597.1K	<0.1%	−207−11.3%	Reduced	Holders
Q3 2022	1,839	$594.6K	<0.1%	−150−7.5%	Reduced	Holders
Q2 2022	1,989	$645.0K	<0.1%	−100−4.8%	Reduced	Holders
Q1 2022	2,089	$598.0K	<0.1%	−7,380−77.9%	Reduced	Holders
Q4 2021	9,469	$2.62M	0.1%	00.0%	Unchanged	Holders
Q3 2021	9,469	$2.19M	0.1%	00.0%	Unchanged	Holders
Q2 2021	9,469	$2.17M	0.1%	00.0%	Unchanged	Holders
Q1 2021	9,469	$1.77M	0.1%	–	–	Holders

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