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Platt Wealth Management LLC

SEC CIK
0002109497
Latest filing
Jul 31, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Platt 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)
528
Value
$633.0K
% of portfolio
0.5%
Quarters held
3
Since Q4 2025
Holdings of LLY by Platt Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026528$633.0K0.5%+31+6.2%AddedHolders
Q1 2026497$457.0K0.4%00.0%UnchangedHolders
Q4 2025497$533.0K0.5%–No prior filingHolders