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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Avion Wealth, 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)
772
Value
$925.0K
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of LLY by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026772$925.0K0.2%+45+6.2%AddedHolders
Q1 2026727$668.0K0.1%−18−2.4%ReducedHolders
Q4 2025745$800.0K0.2%+44+6.3%AddedHolders
Q3 2025701$534.0K0.1%−33−4.5%ReducedHolders
Q2 2025734$572.0K0.1%+56+8.3%AddedHolders
Q1 2025678$523.0K0.1%00.0%UnchangedHolders
Q4 2024678$523.0K0.1%−23−3.3%ReducedHolders
Q3 2024701$621.0K0.2%+8+1.2%AddedHolders
Q2 2024693$627.0K0.2%+18+2.7%AddedHolders
Q1 2024675$526.0K0.1%−326−32.6%ReducedHolders
Q4 20231,001$584.0K0.2%−53−5.0%ReducedHolders
Q3 20231,054$565.0K0.2%+12+1.2%AddedHolders
Q2 20231,042$488.0K0.1%+34+3.4%AddedHolders
Q1 20231,008$368.0K0.1%+205+25.5%AddedHolders
Q4 2022803$259.0K0.1%00.0%UnchangedHolders
Q3 2022803$260.0K0.1%00.0%UnchangedHolders
Q2 2022803$260.0K0.1%+55+7.4%AddedHolders
Q1 2022748$214.0K0.1%00.0%UnchangedHolders
Q4 2021748$207.0K0.1%00.0%UnchangedHolders
Q3 2021748$173.0K0.1%00.0%UnchangedHolders
Q2 2021748$172.0K0.1%00.0%UnchangedHolders
Q1 2021748$140.0K<0.1%––Holders

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