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Livermore
Livermore
ZHEN

Principle Wealth Partners LLC

SEC CIK
0001743413
Latest filing
Aug 7, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Principle Wealth Partners 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)
11,921
Value
$14.3M
% of portfolio
0.7%
Quarters held
22
Since Q1 2021
Holdings of LLY by Principle Wealth Partners LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,921$14.3M0.7%−253−2.1%ReducedHolders
Q1 202612,174$11.2M0.6%−500−3.9%ReducedHolders
Q4 202512,674$13.6M0.8%+5,872+86.3%AddedHolders
Q3 20256,802$5.19M0.3%+47+0.7%AddedHolders
Q2 20256,755$5.27M0.3%+139+2.1%AddedHolders
Q1 20256,616$5.47M0.4%+73+1.1%AddedHolders
Q4 20246,543$5.05M0.4%−34−0.5%ReducedHolders
Q3 20246,577$5.83M0.4%−36−0.5%ReducedHolders
Q2 20246,613$5.99M0.5%+104+1.6%AddedHolders
Q1 20246,509$5.06M0.4%+87+1.4%AddedHolders
Q4 20236,422$3.74M0.3%+620+10.7%AddedHolders
Q3 20235,802$3.12M0.3%+161+2.9%AddedHolders
Q2 20235,641$2.65M0.3%+39+0.7%AddedHolders
Q1 20235,602$1.92M0.2%+2,205+64.9%AddedHolders
Q4 20223,397$1.24M0.1%+150+4.6%AddedHolders
Q3 20223,247$1.05M0.1%00.0%UnchangedHolders
Q2 20223,247$1.05M0.1%00.0%UnchangedHolders
Q1 20223,247$930.0K0.1%00.0%UnchangedHolders
Q4 20213,247$897.0K0.1%+2+0.1%AddedHolders
Q3 20213,245$750.0K0.1%00.0%UnchangedHolders
Q2 20213,245$745.0K0.1%−1,200−27.0%ReducedHolders
Q1 20214,445$830.0K0.1%––Holders

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