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Selective Wealth Management, Inc.

SEC CIK
0001755670
Latest filing
Jul 20, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Selective Wealth Management, Inc., 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 (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
10
Since Q1 2021
Holdings of LLY by Selective Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−312−100.0%Sold outHolders
Q4 2024312$232.4K0.1%−3−1.0%ReducedHolders
Q3 2024315$287.8K0.1%00.0%UnchangedHolders
Q2 2024315$293.7K0.1%−16−4.8%ReducedHolders
Q1 2024331$252.2K0.1%+331NewHolders
Q4 20220$00.0%−116−100.0%Sold outHolders
Q3 2022116$38.0K<0.1%−200−63.3%ReducedHolders
Q2 2022316$102.0K<0.1%+200+172.4%AddedHolders
Q1 2022116$33.0K<0.1%+116NewHolders
Q4 20210$00.0%−116−100.0%Sold outHolders
Q3 2021116$27.0K<0.1%00.0%UnchangedHolders
Q2 2021116$27.0K<0.1%−50−30.1%ReducedHolders
Q1 2021166$31.0K<0.1%––Holders

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