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Livermore
Livermore
ZHEN

Regent Peak Wealth Advisors LLC

SEC CIK
0001803329
Latest filing
Jul 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Regent Peak Wealth 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)
2,995
Value
$3.59M
% of portfolio
0.7%
Quarters held
21
Since Q1 2021
Holdings of LLY by Regent Peak Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,995$3.59M0.7%+120+4.2%AddedHolders
Q1 20262,875$2.64M0.5%+117+4.2%AddedHolders
Q4 20252,758$2.96M0.6%+91+3.4%AddedHolders
Q3 20252,667$2.03M0.4%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 20252,666$2.20M0.5%+104+4.1%AddedHolders
Q4 20242,562$1.98M0.4%−17−0.7%ReducedHolders
Q3 20242,579$2.28M0.5%−15−0.6%ReducedHolders
Q2 20242,594$2.35M0.6%+54+2.1%AddedHolders
Q1 20242,540$1.98M0.5%−100−3.8%ReducedHolders
Q4 20232,640$1.54M0.4%−31−1.2%ReducedHolders
Q3 20232,671$1.43M0.4%+444+19.9%AddedHolders
Q2 20232,227$1.04M0.3%−10−0.4%ReducedHolders
Q1 20232,237$768.1K0.2%−43−1.9%ReducedHolders
Q4 20222,280$834.1K0.3%−447−16.4%ReducedHolders
Q3 20222,727$881.0K0.3%−5,777−67.9%ReducedHolders
Q2 20228,504$2.76M0.9%−727−7.9%ReducedHolders
Q1 20229,231$2.64M0.8%+105+1.2%AddedHolders
Q4 20219,126$2.52M0.7%−984−9.7%ReducedHolders
Q3 202110,110$2.34M0.7%−120−1.2%ReducedHolders
Q2 202110,230$2.49M0.7%+528+5.4%AddedHolders
Q1 20219,702$1.81M0.6%––Holders

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