TRUE Private Wealth Advisors

SEC CIK: 0001667074
Latest filing: Jul 23, 2026

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LLY holding history

Eli Lilly & Co in every 13F filed by TRUE Private 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): 6,739
Value: $8.08M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of LLY by TRUE Private Wealth Advisors, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,739	$8.08M	0.7%	−159−2.3%	Reduced	Holders
Q1 2026	6,898	$6.35M	0.6%	−230−3.2%	Reduced	Holders
Q4 2025	7,128	$7.66M	0.8%	−265−3.6%	Reduced	Holders
Q3 2025	7,393	$5.64M	0.6%	+27+0.4%	Added	Holders
Q2 2025	7,366	$5.74M	0.6%	+497+7.2%	Added	Holders
Q1 2025	6,869	$5.67M	0.7%	+26+0.4%	Added	Holders
Q4 2024	6,843	$5.28M	0.6%	+9+0.1%	Added	Holders
Q3 2024	6,834	$6.06M	0.7%	−1,524−18.2%	Reduced	Holders
Q2 2024	8,358	$7.57M	0.9%	−627−7.0%	Reduced	Holders
Q1 2024	8,985	$6.99M	0.8%	−103−1.1%	Reduced	Holders
Q4 2023	9,088	$5.30M	0.7%	+32+0.4%	Added	Holders
Q3 2023	9,056	$4.86M	0.7%	−562−5.8%	Reduced	Holders
Q2 2023	9,618	$4.51M	0.7%	−1,400−12.7%	Reduced	Holders
Q1 2023	11,018	$3.78M	0.6%	−811−6.9%	Reduced	Holders
Q4 2022	11,829	$4.33M	0.7%	−79−0.7%	Reduced	Holders
Q3 2022	11,908	$3.85M	0.6%	+155+1.3%	Added	Holders
Q2 2022	11,753	$3.81M	0.6%	+670+6.0%	Added	Holders
Q1 2022	11,083	$3.27M	0.5%	+16+0.1%	Added	Holders
Q4 2021	11,067	$3.06M	0.4%	+15+0.1%	Added	Holders
Q3 2021	11,052	$2.55M	0.4%	−1,163−9.5%	Reduced	Holders
Q2 2021	12,215	$2.80M	0.4%	−29−0.2%	Reduced	Holders
Q1 2021	12,244	$2.29M	0.4%	–	–	Holders

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