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Balboa Wealth Partners

SEC CIK
0001929008
Latest filing
Aug 10, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Balboa Wealth Partners, 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)
1,478
Value
$1.77M
% of portfolio
0.2%
Quarters held
16
Since Q3 2022
Holdings of LLY by Balboa Wealth Partners, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,478$1.77M0.2%−48−3.1%ReducedHolders
Q1 20261,526$1.40M0.2%+143+10.3%AddedHolders
Q4 20251,383$1.49M0.2%−155−10.1%ReducedHolders
Q3 20251,538$1.17M0.2%−177−10.3%ReducedHolders
Q2 20251,715$1.34M0.3%+93+5.7%AddedHolders
Q1 20251,622$1.34M0.3%+77+5.0%AddedHolders
Q4 20241,545$1.19M0.3%−197−11.3%ReducedHolders
Q3 20241,742$1.54M0.4%−243−12.2%ReducedHolders
Q2 20241,985$1.80M0.5%+147+8.0%AddedHolders
Q1 20241,838$1.43M0.5%+736+66.8%AddedHolders
Q4 20231,102$642.4K0.2%−114−9.4%ReducedHolders
Q3 20231,216$653.1K0.2%−434−26.3%ReducedHolders
Q2 20231,650$773.7K0.3%−76−4.4%ReducedHolders
Q1 20231,726$592.9K0.2%−59−3.3%ReducedHolders
Q4 20221,785$652.9K0.3%+682+61.8%AddedHolders
Q3 20221,103$357.0K0.2%–No prior filingHolders