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Archetype Wealth Partners

SEC CIK
0001769089
Latest filing
Aug 14, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Archetype Wealth Partners, 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)
306
Value
$367.0K
% of portfolio
<0.1%
Quarters held
9
Since Q1 2024
Holdings of LLY by Archetype Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026306$367.0K<0.1%−191−38.4%ReducedHolders
Q1 2026497$457.0K0.1%+19+4.0%AddedHolders
Q4 2025478$514.0K0.1%−708−59.7%ReducedHolders
Q3 20251,186$905.0K0.1%+775+188.6%AddedHolders
Q2 2025411$320.0K<0.1%+10+2.5%AddedHolders
Q1 2025401$331.0K<0.1%+401NewHolders
Q4 20240$00.0%−228−100.0%Sold outHolders
Q3 2024228$202.0K<0.1%−48−17.4%ReducedHolders
Q2 2024276$250.0K<0.1%−25−8.3%ReducedHolders
Q1 2024301$234.0K<0.1%+301NewHolders