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Livermore
Livermore
ZHEN

Wealth Effects LLC

SEC CIK
0001907254
Latest filing
Aug 6, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Wealth Effects 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)
742
Value
$889.9K
% of portfolio
0.2%
Quarters held
17
Since Q2 2022
Holdings of LLY by Wealth Effects LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026742$889.9K0.2%+8+1.1%AddedHolders
Q1 2026734$675.0K0.2%−84−10.3%ReducedHolders
Q4 2025818$879.0K0.3%−39−4.6%ReducedHolders
Q3 2025857$653.8K0.2%−211−19.8%ReducedHolders
Q2 20251,068$832.5K0.3%−641−37.5%ReducedHolders
Q1 20251,709$1.41M0.6%−268−13.6%ReducedHolders
Q4 20241,977$1.53M0.5%−507−20.4%ReducedHolders
Q3 20242,484$2.20M0.8%−256−9.3%ReducedHolders
Q2 20242,740$2.48M0.9%−74−2.6%ReducedHolders
Q1 20242,814$2.19M0.8%−177−5.9%ReducedHolders
Q4 20232,991$1.74M0.7%+841+39.1%AddedHolders
Q3 20232,150$1.15M0.6%+830+62.9%AddedHolders
Q2 20231,320$619.0K0.3%+10+0.8%AddedHolders
Q1 20231,310$449.9K0.2%+280+27.2%AddedHolders
Q4 20221,030$376.8K0.2%+165+19.1%AddedHolders
Q3 2022865$280.0K0.2%+145+20.1%AddedHolders
Q2 2022720$233.0K0.1%+720NewHolders