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Consilio Wealth Advisors, LLC

SEC CIK
0001908944
Latest filing
Aug 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Consilio 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)
928
Value
$1.11M
% of portfolio
0.3%
Quarters held
13
Since Q2 2023
Holdings of LLY by Consilio Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026928$1.11M0.3%+19+2.1%AddedHolders
Q1 2026909$836.1K0.2%+23+2.6%AddedHolders
Q4 2025886$952.2K0.3%+10+1.1%AddedHolders
Q3 2025876$668.4K0.2%−6−0.7%ReducedHolders
Q2 2025882$684.0K0.2%−11−1.2%ReducedHolders
Q1 2025893$737.6K0.3%+54+6.4%AddedHolders
Q4 2024839$647.8K0.3%+3+0.4%AddedHolders
Q3 2024836$740.7K0.3%+92+12.4%AddedHolders
Q2 2024744$673.9K0.3%+19+2.6%AddedHolders
Q1 2024725$564.1K0.3%+61+9.2%AddedHolders
Q4 2023664$387.1K0.2%+144+27.7%AddedHolders
Q3 2023520$273.1K0.2%+37+7.7%AddedHolders
Q2 2023483$226.5K0.1%+483NewHolders