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Planwiser Financial, LLC

SEC CIK
0002043741
Latest filing
Aug 7, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Planwiser Financial, 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)
208
Value
$249.5K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of LLY by Planwiser Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026208$249.5K0.2%+208NewHolders
Q1 20260$00.0%−196−100.0%Sold outHolders
Q4 2025196$211.4K0.2%+196NewHolders