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Evernest Financial Advisors, LLC

SEC CIK
0002009530
Latest filing
Aug 5, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Evernest Financial 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)
4,640
Value
$5.56M
% of portfolio
1.2%
Quarters held
12
Since Q4 2021
Holdings of LLY by Evernest Financial Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,640$5.56M1.2%+168+3.8%AddedHolders
Q1 20264,472$3.88M0.8%+213+5.0%AddedHolders
Q4 20254,259$4.45M0.9%−421−9.0%ReducedHolders
Q3 20254,680$3.57M1.0%−198−4.1%ReducedHolders
Q2 20254,878$3.80M1.2%+99+2.1%AddedHolders
Q1 20254,779$3.95M1.4%+360+8.1%AddedHolders
Q4 20244,419$3.41M0.9%−207−4.5%ReducedHolders
Q3 20244,626$4.10M1.1%−94−2.0%ReducedHolders
Q2 20244,720$4.27M1.9%+124+2.7%AddedHolders
Q1 20244,596$3.34M1.6%+127+2.8%AddedHolders
Q4 20234,469$2.61M1.3%–No prior filingHolders
Q1 2022––––Not filedHolders
Q4 20214,483$3.32M1.7%–No prior filingHolders