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CWS Financial Advisors, LLC

SEC CIK
0001802459
Latest filing
Jul 30, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by CWS Financial Advisors, 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)
705
Value
$846.0K
% of portfolio
0.2%
Quarters held
21
Since Q1 2021
Holdings of LLY by CWS Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026705$846.0K0.2%−53−7.0%ReducedHolders
Q1 2026758$696.9K0.2%+265+53.8%AddedHolders
Q4 2025493$529.7K0.1%−49−9.0%ReducedHolders
Q3 2025542$413.7K0.1%−177−24.6%ReducedHolders
Q2 2025719$560.8K0.2%00.0%UnchangedHolders
Q1 2025719$593.6K0.2%+2+0.3%AddedHolders
Q4 2024717$553.7K0.2%−483−40.3%ReducedHolders
Q3 20241,200$1.06M0.4%+82+7.3%AddedHolders
Q2 20241,118$1.01M0.4%−45−3.9%ReducedHolders
Q1 20241,163$904.8K0.4%−713−38.0%ReducedHolders
Q4 20231,876$1.09M0.4%00.0%UnchangedHolders
Q3 20231,876$1.01M0.4%−100−5.1%ReducedHolders
Q2 20231,976$926.6K0.4%−100−4.8%ReducedHolders
Q1 20232,076$712.9K0.3%+388+23.0%AddedHolders
Q4 20221,688$315.0K0.1%+5+0.3%AddedHolders
Q3 20221,683$544.0K0.3%−67−3.8%ReducedHolders
Q2 20221,750$567.0K0.3%+38+2.2%AddedHolders
Q1 20221,712$490.0K0.2%+8+0.5%AddedHolders
Q4 20211,704$471.0K0.2%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20211,687$387.0K0.2%−1−0.1%ReducedHolders
Q1 20211,688$315.0K0.1%––Holders

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