SEC 13F Intelligence

Naviter Wealth, LLC / LLY

Naviter Wealth, LLC’s Eli Lilly & Co Position

Does Naviter Wealth, LLC own Eli Lilly & Co (LLY)? Yes9.5K shares worth $9M (+1.10% of its 13F portfolio) as of Q1 2026, up from 9.3K shares the prior filed quarter.

Position Value
$9M
Q1 2026
Shares
9.5K
% of Portfolio
+1.10%
Quarters Held
16
currently held

Position History LLY

Reported value by quarter
Q2 ’22: $674,000Q2 ’22Q3 ’22: $719,000Q4 ’22: $981,669Q4 ’22Q1 ’23: $1MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $5MQ4 ’24: $8MQ4 ’24Q1 ’25: $9MQ2 ’25: $8MQ2 ’25Q3 ’25: $8MQ4 ’25: $10MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$9M+1.10%
Q4 20259.3K$10M+1.30%
Q3 202510.3K$8M+0.92%
Q2 202510.7K$8M+1.03%
Q1 202510.8K$9M+1.08%
Q4 202410.0K$8M+0.93%
Q3 20245.5K$5M+0.68%
Q2 20244.5K$4M+0.61%
Q1 20244.3K$3M+0.55%
Q4 20233.6K$2M+0.43%
Q3 20233.3K$2M+0.43%
Q2 20233.5K$2M+0.41%
Q1 20233.2K$1M+0.39%
Q4 20222.8K$981,669+0.27%
Q3 20222.2K$719,000+0.29%
Q2 20222.1K$674,000+0.28%

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