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DWR Wealth Management, LLC

SEC CIK
0002123012
Latest filing
Jul 7, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by DWR 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)
216
Value
$265.2K
% of portfolio
0.2%
Quarters held
2
Since Q4 2025
Holdings of LLY by DWR Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026216$265.2K0.2%+216NewHolders
Q1 20260$00.0%−209−100.0%Sold outHolders
Q4 2025209$226.1K0.2%–No prior filingHolders