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Livermore
Livermore
ZHEN

SOA Wealth Advisors, LLC.

SEC CIK
0001849444
Latest filing
Jul 21, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by SOA 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)
9,146
Value
$376.2K
% of portfolio
0.1%
Quarters held
22
Since Q1 2021
Holdings of LLY by SOA Wealth Advisors, LLC., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,146$376.2K0.1%−8,422−47.9%ReducedHolders
Q1 202617,568$466.2K0.1%00.0%UnchangedHolders
Q4 202517,568$541.8K0.1%−107−0.6%ReducedHolders
Q3 202517,675$471.2K0.1%−106−0.6%ReducedHolders
Q2 202517,781$563.7K0.1%+6,430+56.6%AddedHolders
Q1 202511,351$670.6K0.1%+10,426+1,127.1%AddedHolders
Q4 2024925$714.3K0.1%+61+7.1%AddedHolders
Q3 2024864$765.5K0.1%+20+2.4%AddedHolders
Q2 2024844$764.1K0.2%+15+1.8%AddedHolders
Q1 2024829$644.7K0.1%+68+8.9%AddedHolders
Q4 2023761$443.9K0.1%+35+4.8%AddedHolders
Q3 2023726$390.1K0.1%+320+78.8%AddedHolders
Q2 2023406$190.4K<0.1%00.0%UnchangedHolders
Q1 2023406$139.3K<0.1%−319−44.0%ReducedHolders
Q4 2022725$265.3K0.1%+115+18.9%AddedHolders
Q3 2022610$197.0K0.1%00.0%UnchangedHolders
Q2 2022610$197.0K0.1%−7−1.1%ReducedHolders
Q1 2022617$176.0K<0.1%+320+107.7%AddedHolders
Q4 2021297$82.0K<0.1%−320−51.9%ReducedHolders
Q3 2021617$142.0K<0.1%+290+88.7%AddedHolders
Q2 2021327$75.0K<0.1%+24+7.9%AddedHolders
Q1 2021303$56.0K<0.1%––Holders

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