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Livermore
Livermore
ZHEN

Alta Wealth Advisors LLC

SEC CIK
0001843826
Latest filing
Jul 30, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Alta 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)
2,539
Value
$3.05M
% of portfolio
0.8%
Quarters held
17
Since Q2 2022
Holdings of LLY by Alta Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,539$3.05M0.8%−21−0.8%ReducedHolders
Q1 20262,560$2.35M0.8%−12−0.5%ReducedHolders
Q4 20252,572$2.76M0.9%+31+1.2%AddedHolders
Q3 20252,541$1.94M0.7%−522−17.0%ReducedHolders
Q2 20253,063$2.39M1.1%00.0%UnchangedHolders
Q1 20253,063$2.53M1.2%+2+0.1%AddedHolders
Q4 20243,061$2.36M1.0%+16+0.5%AddedHolders
Q3 20243,045$2.70M1.2%−7−0.2%ReducedHolders
Q2 20243,052$2.76M1.4%+4+0.1%AddedHolders
Q1 20243,048$2.37M1.2%00.0%UnchangedHolders
Q4 20233,048$1.78M1.0%+2+0.1%AddedHolders
Q3 20233,046$1.64M1.0%+297+10.8%AddedHolders
Q2 20232,749$1.29M0.8%+36+1.3%AddedHolders
Q1 20232,713$931.7K0.6%+65+2.5%AddedHolders
Q4 20222,648$968.7K0.7%−27−1.0%ReducedHolders
Q3 20222,675$865.0K0.6%00.0%UnchangedHolders
Q2 20222,675$871.0K0.6%+2,675NewHolders