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West Financial Advisors, LLC

SEC CIK
0001843684
Latest filing
Jul 8, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by West 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)
46
Value
$55.2K
% of portfolio
<0.1%
Quarters held
8
Since Q3 2024
Holdings of LLY by West Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202646$55.2K<0.1%00.0%UnchangedHolders
Q1 202646$42.3K<0.1%00.0%UnchangedHolders
Q4 202546$49.4K<0.1%00.0%UnchangedHolders
Q3 202546$35.1K<0.1%00.0%UnchangedHolders
Q2 202546$35.9K<0.1%00.0%UnchangedHolders
Q1 202546$38.0K<0.1%00.0%UnchangedHolders
Q4 202446$35.5K<0.1%−19−29.2%ReducedHolders
Q3 202465$57.6K<0.1%+65NewHolders