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Livermore
Livermore
ZHEN

Endowment Wealth Management, Inc.

SEC CIK
0001904477
Latest filing
Aug 5, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Endowment Wealth Management, Inc., 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)
809
Value
$971.2K
% of portfolio
0.4%
Quarters held
17
Since Q2 2022
Holdings of LLY by Endowment Wealth Management, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026809$971.2K0.4%+44+5.8%AddedHolders
Q1 2026765$703.5K0.3%−22−2.8%ReducedHolders
Q4 2025787$845.5K0.4%+324+70.0%AddedHolders
Q3 2025463$353.6K0.2%−5−1.1%ReducedHolders
Q2 2025468$364.6K0.2%−16−3.3%ReducedHolders
Q1 2025484$399.9K0.3%+22+4.8%AddedHolders
Q4 2024462$356.3K0.2%−16−3.3%ReducedHolders
Q3 2024478$423.7K0.3%−6−1.2%ReducedHolders
Q2 2024484$438.1K0.3%−14−2.8%ReducedHolders
Q1 2024498$387.8K0.3%−24−4.6%ReducedHolders
Q4 2023522$304.2K0.3%−30−5.4%ReducedHolders
Q3 2023552$296.4K0.3%−155−21.9%ReducedHolders
Q2 2023707$331.4K0.3%+39+5.8%AddedHolders
Q1 2023668$229.3K0.2%−13−1.9%ReducedHolders
Q4 2022681$249.2K0.3%+7+1.0%AddedHolders
Q3 2022674$218.0K0.3%+45+7.2%AddedHolders
Q2 2022629$204.0K0.2%+629NewHolders