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Able Wealth Management LLC

SEC CIK
0002011908
Latest filing
Jul 29, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Able 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)
482
Value
$569.1K
% of portfolio
0.1%
Quarters held
4
Since Q4 2023
Holdings of LLY by Able Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026482$569.1K0.1%+169+54.0%AddedHolders
Q1 2026313$255.2K0.1%+57+22.3%AddedHolders
Q4 2025256$235.9K0.1%+256NewHolders
Q1 20240$00.0%−129−100.0%Sold outHolders
Q4 2023129$75.5K0.1%–No prior filingHolders