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Independence Wealth Advisors, LLC

SEC CIK
0002001765
Latest filing
Aug 14, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Independence 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)
269
Value
$322.6K
% of portfolio
0.2%
Quarters held
3
Since Q4 2025
Holdings of LLY by Independence Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026269$322.6K0.2%00.0%UnchangedHolders
Q1 2026269$247.4K0.1%00.0%UnchangedHolders
Q4 2025269$289.1K0.2%–No prior filingHolders