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New Wave Wealth Advisors LLC

SEC CIK
0002035324
Latest filing
Jul 23, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by New Wave 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)
2,427
Value
$2.91M
% of portfolio
0.8%
Quarters held
9
Since Q2 2024
Holdings of LLY by New Wave Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,427$2.91M0.8%+522+27.4%AddedHolders
Q1 20261,905$1.75M0.6%+534+38.9%AddedHolders
Q4 20251,371$1.47M0.5%+246+21.9%AddedHolders
Q3 20251,125$858.6K0.3%+7+0.6%AddedHolders
Q2 20251,118$871.8K0.4%−121−9.8%ReducedHolders
Q1 20251,239$1.02M0.5%+381+44.4%AddedHolders
Q4 2024858$662.6K0.3%−2−0.2%ReducedHolders
Q3 2024860$762.2K0.4%−484−36.0%ReducedHolders
Q2 20241,344$1.22M0.7%–No prior filingHolders