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KFG Wealth Management, LLC

SEC CIK
0001919344
Latest filing
Jul 22, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by KFG Wealth Management, 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)
1,378
Value
$1.65M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of LLY by KFG Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,378$1.65M0.2%+870+171.3%AddedHolders
Q1 2026508$466.9K0.1%+30+6.3%AddedHolders
Q4 2025478$514.1K0.1%+5+1.1%AddedHolders
Q3 2025473$361.1K0.1%+16+3.5%AddedHolders
Q2 2025457$356.2K0.1%+31+7.3%AddedHolders
Q1 2025426$352.2K0.1%−27−6.0%ReducedHolders
Q4 2024453$349.9K0.1%−93−17.0%ReducedHolders
Q3 2024546$483.9K0.1%−12−2.2%ReducedHolders
Q2 2024558$505.3K0.2%+50+9.8%AddedHolders
Q1 2024508$395.2K0.2%+16+3.3%AddedHolders
Q4 2023492$286.7K0.1%−100−16.9%ReducedHolders
Q3 2023592$317.9K0.2%00.0%UnchangedHolders
Q2 2023592$277.5K0.2%00.0%UnchangedHolders
Q1 2023592$221.9K0.2%−18−3.0%ReducedHolders
Q4 2022610$223.3K0.2%–No prior filingHolders