SEC 13F Intelligence

Independent Advisor Alliance / LLY

Independent Advisor Alliance’s Eli Lilly & Co Position

Does Independent Advisor Alliance own Eli Lilly & Co (LLY)? Yes — 39.4K shares worth $36M (+0.39% of its 13F portfolio) as of Q1 2026, down from 43.8K shares the prior filed quarter.

Position Value
$36M
Q1 2026
Shares
39.4K
% of Portfolio
+0.39%
Quarters Held
30
currently held

Position History LLY

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $4MQ2 ’19: $3MQ3 ’19: $3MQ4 ’19: $4MQ4 ’19Q1 ’20: $5MQ2 ’20: $5MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $6MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $9MQ4 ’21Q1 ’22: $10MQ2 ’22: $12MQ3 ’22: $9MQ4 ’22: $499,634Q4 ’22Q1 ’23: $10MQ2 ’23: $14MQ3 ’23: $17MQ4 ’23: $19MQ4 ’23Q1 ’24: $26MQ2 ’24: $36MQ3 ’24: $35MQ4 ’24: $34MQ4 ’24Q1 ’25: $36MQ2 ’25: $34MQ3 ’25: $34MQ4 ’25: $47MQ4 ’25Q1 ’26: $36Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202639.4K$36M+0.39%
Q4 202543.8K$47M+1.14%
Q3 202544.0K$34M+0.87%
Q2 202543.2K$34M+0.97%
Q1 202544.1K$36M+1.20%
Q4 202444.0K$34M+0.45%
Q3 202439.6K$35M+1.28%
Q2 202439.9K$36M+1.24%
Q1 202432.8K$26M+0.92%
Q4 202332.3K$19M+0.68%
Q3 202331.7K$17M+0.77%
Q2 202330.1K$14M+0.62%
Q1 202328.4K$10M+0.47%
Q4 202229.1K$499,634+0.17%
Q3 202228.9K$9M+0.55%
Q2 202236.3K$12M+0.66%
Q1 202236.5K$10M+0.50%
Q4 202133.0K$9M+0.45%
Q3 202132.2K$7M+0.41%
Q2 202131.7K$7M+0.40%
Q1 202134.7K$6M+0.38%
Q4 202029.6K$5M+0.34%
Q3 202029.5K$4M+0.33%
Q2 202031.9K$5M+0.56%
Q1 202035.3K$5M+0.71%
Q4 201928.4K$4M+0.16%
Q3 201928.9K$3M+0.39%
Q2 201928.8K$3M+0.46%
Q1 201929.1K$4M+0.53%
Q4 201827.0K$3M+0.55%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Independent Advisor Alliance’s full portfolio or all institutional holders of LLY.