Skip to main content

Burt Wealth Advisors

SEC CIK
0001612041
Latest filing
Nov 5, 2025

LLY holding history

Eli Lilly & Co in every 13F filed by Burt Wealth Advisors, 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 Q3 2025 holdings

Shares (Q3 2025)
2,255
Value
$1.72M
% of portfolio
0.4%
Quarters held
19
Since Q1 2021
Holdings of LLY by Burt Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20252,255$1.72M0.4%−101−4.3%ReducedHolders
Q2 20252,356$1.84M0.4%−57−2.4%ReducedHolders
Q1 20252,413$1.99M0.5%+227+10.4%AddedHolders
Q4 20242,186$1.69M0.4%−308−12.3%ReducedHolders
Q3 20242,494$2.21M0.5%−10−0.4%ReducedHolders
Q2 20242,504$2.27M0.6%−141−5.3%ReducedHolders
Q1 20242,645$2.06M0.5%+226+9.3%AddedHolders
Q4 20232,419$1.41M0.4%−35−1.4%ReducedHolders
Q3 20232,454$1.32M0.4%−187−7.1%ReducedHolders
Q2 20232,641$1.24M0.4%−13−0.5%ReducedHolders
Q1 20232,654$911.4K0.3%+3+0.1%AddedHolders
Q4 20222,651$969.8K0.3%−33−1.2%ReducedHolders
Q3 20222,684$868.0K0.3%−429−13.8%ReducedHolders
Q2 20223,113$1.01M0.4%00.0%UnchangedHolders
Q1 20223,113$891.0K0.3%00.0%UnchangedHolders
Q4 20213,113$860.0K0.3%00.0%UnchangedHolders
Q3 20213,113$719.0K0.2%−347−10.0%ReducedHolders
Q2 20213,460$794.0K0.3%+10+0.3%AddedHolders
Q1 20213,450$645.0K0.2%––Holders

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