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Livermore
Livermore
ZHEN

RF&L Wealth Management, LLC

SEC CIK
0001965915
Latest filing
Jul 22, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by RF&L 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)
3,269
Value
$3.92M
% of portfolio
2.7%
Quarters held
15
Since Q4 2022
Holdings of LLY by RF&L Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,269$3.92M2.7%−100−3.0%ReducedHolders
Q1 20263,369$3.10M2.3%−161−4.6%ReducedHolders
Q4 20253,530$3.79M2.1%−149−4.1%ReducedHolders
Q3 20253,679$2.81M1.6%−25−0.7%ReducedHolders
Q2 20253,704$2.89M1.9%00.0%UnchangedHolders
Q1 20253,704$3.06M2.2%00.0%UnchangedHolders
Q4 20243,704$2.86M2.0%00.0%UnchangedHolders
Q3 20243,704$3.28M2.3%−30−0.8%ReducedHolders
Q2 20243,734$3.38M2.6%−150−3.9%ReducedHolders
Q1 20243,884$3.02M2.3%−330−7.8%ReducedHolders
Q4 20234,214$2.46M2.0%−100−2.3%ReducedHolders
Q3 20234,314$2.32M2.2%−360−7.7%ReducedHolders
Q2 20234,674$2.19M2.0%−370−7.3%ReducedHolders
Q1 20235,044$1.73M1.7%−150−2.9%ReducedHolders
Q4 20225,194$1.90M2.0%–No prior filingHolders