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Secure Asset Management, LLC

SEC CIK
0001800692
Latest filing
Jul 15, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Secure Asset Management, 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)
6,792
Value
$8.15M
% of portfolio
1.1%
Quarters held
18
Since Q1 2022
Holdings of LLY by Secure Asset Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20266,792$8.15M1.1%+101+1.5%AddedHolders
Q1 20266,691$6.15M1.0%−75−1.1%ReducedHolders
Q4 20256,766$7.27M1.1%−294−4.2%ReducedHolders
Q3 20257,060$5.83M1.0%+1,991+39.3%AddedHolders
Q2 20255,069$3.95M0.7%+1,162+29.7%AddedHolders
Q1 20253,907$3.23M0.7%+262+7.2%AddedHolders
Q4 20243,645$2.81M0.4%+1,689+86.3%AddedHolders
Q3 20241,956$1.73M0.3%+301+18.2%AddedHolders
Q2 20241,655$1.50M0.3%+1,105+200.9%AddedHolders
Q1 2024550$427.7K0.1%−492−47.2%ReducedHolders
Q4 20231,042$607.4K0.2%+235+29.1%AddedHolders
Q3 2023807$433.3K0.1%+80+11.0%AddedHolders
Q2 2023727$340.8K0.1%+31+4.5%AddedHolders
Q1 2023696$239.1K0.1%+5+0.7%AddedHolders
Q4 2022691$252.9K0.1%−14−2.0%ReducedHolders
Q3 2022705$228.0K0.1%−1−0.1%ReducedHolders
Q2 2022706$229.0K0.1%+2+0.3%AddedHolders
Q1 2022704$202.0K0.1%+704NewHolders