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Livermore
Livermore
ZHEN

Summit Wealth Partners, LLC

SEC CIK
0002033312
Latest filing
Aug 3, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Summit Wealth Partners, 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)
331
Value
$396.6K
% of portfolio
0.1%
Quarters held
11
Since Q3 2023
Holdings of LLY by Summit Wealth Partners, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026331$396.6K0.1%00.0%UnchangedHolders
Q1 2026331$304.1K<0.1%+70+26.8%AddedHolders
Q4 2025261$280.0K0.1%+261NewHolders
Q3 20250$00.0%−470−100.0%Sold outHolders
Q2 2025470$366.6K0.1%00.0%UnchangedHolders
Q1 2025470$388.4K0.1%+17+3.8%AddedHolders
Q4 2024453$349.8K0.1%−28−5.8%ReducedHolders
Q3 2024481$426.2K0.1%+83+20.9%AddedHolders
Q2 2024398$360.3K0.1%00.0%UnchangedHolders
Q1 2024398$309.5K0.1%00.0%UnchangedHolders
Q4 2023398$231.9K0.1%00.0%UnchangedHolders
Q3 2023398$213.6K0.1%+398NewHolders