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Navigate Wealth Management, LLC

SEC CIK
0002127791
Latest filing
Jul 23, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Navigate 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)
633
Value
$746.9K
% of portfolio
0.5%
Quarters held
2
Since Q1 2026
Holdings of LLY by Navigate Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026633$746.9K0.5%−37−5.5%ReducedHolders
Q1 2026670$605.5K0.4%–No prior filingHolders