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Livermore
Livermore
ZHEN

Motive Wealth Advisors

SEC CIK
0001877093
Latest filing
Jul 20, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Motive Wealth Advisors, 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)
934
Value
$1.12M
% of portfolio
0.5%
Quarters held
16
Since Q3 2022
Holdings of LLY by Motive Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026934$1.12M0.5%+4+0.4%AddedHolders
Q1 2026930$855.4K0.4%−8−0.9%ReducedHolders
Q4 2025938$1.01M0.4%+7+0.8%AddedHolders
Q3 2025931$710.4K0.3%−1−0.1%ReducedHolders
Q2 2025932$726.5K0.3%+87+10.3%AddedHolders
Q1 2025845$697.9K0.4%−29−3.3%ReducedHolders
Q4 2024874$674.7K0.4%+70+8.7%AddedHolders
Q3 2024804$727.9K0.4%00.0%UnchangedHolders
Q2 2024804$727.9K0.4%+3+0.4%AddedHolders
Q1 2024801$623.1K0.4%+285+55.2%AddedHolders
Q4 2023516$300.8K0.3%−174−25.2%ReducedHolders
Q3 2023690$370.6K0.4%−46−6.3%ReducedHolders
Q2 2023736$345.2K0.4%+8+1.1%AddedHolders
Q1 2023728$250.0K0.3%−73−9.1%ReducedHolders
Q4 2022801$293.0K0.2%+91+12.8%AddedHolders
Q3 2022710$230.0K0.2%+710NewHolders