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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by MGB 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 Q4 2025 holdings

Shares (Q4 2025)
825
Value
$886.6K
% of portfolio
0.3%
Quarters held
9
Since Q4 2023
Holdings of LLY by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2025825$886.6K0.3%00.0%UnchangedHolders
Q3 2025825$624.9K0.2%−1,055−56.1%ReducedHolders
Q2 20251,880$1.47M0.5%−188−9.1%ReducedHolders
Q1 20252,068$1.71M0.6%+121+6.2%AddedHolders
Q4 20241,947$1.50M0.5%+805+70.5%AddedHolders
Q3 20241,142$1.01M0.4%+115+11.2%AddedHolders
Q2 20241,027$971.5K0.4%00.0%UnchangedHolders
Q1 20241,027$799.0K0.3%+10+1.0%AddedHolders
Q4 20231,017$592.5K0.3%–No prior filingHolders