Heirloom Wealth Management
- SEC CIK
- 0001882903
- Latest filing
- Aug 3, 2026
LLY holding history
Eli Lilly & Co in every 13F filed by Heirloom Wealth Management, 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 (Q3 2025)
- 0
- Sold out in Q3 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q4 2023
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2025 | 0 | $0 | 0.0% | −9,063−100.0% | Sold out | Holders |
| Q2 2025 | 9,063 | $7.06M | 1.9% | +21+0.2% | Added | Holders |
| Q1 2025 | 9,042 | $7.47M | 2.1% | +286+3.3% | Added | Holders |
| Q4 2024 | 8,756 | $6.76M | 2.0% | +700+8.7% | Added | Holders |
| Q3 2024 | 8,056 | $7.14M | 2.2% | +319+4.1% | Added | Holders |
| Q2 2024 | 7,737 | $7.00M | 2.3% | +109+1.4% | Added | Holders |
| Q1 2024 | 7,628 | $5.93M | 2.0% | +171+2.3% | Added | Holders |
| Q4 2023 | 7,457 | $4.35M | 1.7% | +7,457 | New | Holders |