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Beverly Hills Private Wealth, LLC

SEC CIK
0001965710
Latest filing
Aug 6, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Beverly Hills Private Wealth, 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)
994
Value
$1.19M
% of portfolio
0.2%
Quarters held
15
Since Q4 2022
Holdings of LLY by Beverly Hills Private Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026994$1.19M0.2%−134−11.9%ReducedHolders
Q1 20261,128$1.04M0.2%−159−12.4%ReducedHolders
Q4 20251,287$1.38M0.2%−26−2.0%ReducedHolders
Q3 20251,313$1.00M0.2%−63−4.6%ReducedHolders
Q2 20251,376$1.07M0.2%−95−6.5%ReducedHolders
Q1 20251,471$1.21M0.2%−9−0.6%ReducedHolders
Q4 20241,480$1.14M0.2%−241−14.0%ReducedHolders
Q3 20241,721$1.52M0.3%−125−6.8%ReducedHolders
Q2 20241,846$1.67M0.4%−54−2.8%ReducedHolders
Q1 20241,900$1.48M0.3%−97−4.9%ReducedHolders
Q4 20231,997$1.16M0.3%+207+11.6%AddedHolders
Q3 20231,790$961.2K0.3%−1,068−37.4%ReducedHolders
Q2 20232,858$1.28M0.2%+1,153+67.6%AddedHolders
Q1 20231,705$585.4K0.2%+777+83.7%AddedHolders
Q4 2022928$339.5K0.1%–No prior filingHolders