Skip to main content
Livermore
Livermore
ZHEN

Bogart Wealth, LLC

SEC CIK
0001715740
Latest filing
Jul 24, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Bogart Wealth, LLC, 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)
12,936
Value
$15.5M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of LLY by Bogart Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202612,936$15.5M0.5%+226+1.8%AddedHolders
Q1 202612,710$11.7M0.5%+2,626+26.0%AddedHolders
Q4 202510,084$10.8M0.4%−705−6.5%ReducedHolders
Q3 202510,789$8.23M0.3%+1,673+18.4%AddedHolders
Q2 20259,116$7.11M0.3%+8,630+1,775.7%AddedHolders
Q1 2025486$401.5K<0.1%+54+12.5%AddedHolders
Q4 2024432$333.7K<0.1%+77+21.7%AddedHolders
Q3 2024355$314.6K<0.1%+8+2.3%AddedHolders
Q2 2024347$314.3K<0.1%+43+14.1%AddedHolders
Q1 2024304$236.6K<0.1%+15+5.2%AddedHolders
Q4 2023289$168.5K<0.1%+110+61.5%AddedHolders
Q3 2023179$96.1K<0.1%+93+108.1%AddedHolders
Q2 202386$40.3K<0.1%−2−2.3%ReducedHolders
Q1 202388$30.2K<0.1%+58+193.3%AddedHolders
Q4 202230$11.0K<0.1%+15+100.0%AddedHolders
Q3 202215$5.00K<0.1%−5−25.0%ReducedHolders
Q2 202220$7.00K<0.1%+13+185.7%AddedHolders
Q1 20227$2.00K<0.1%00.0%UnchangedHolders
Q4 20217$2.00K<0.1%00.0%UnchangedHolders
Q3 20217$2.00K<0.1%00.0%UnchangedHolders
Q2 20217$2.00K<0.1%00.0%UnchangedHolders
Q1 20217$1.00K<0.1%––Holders

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