SEC 13F Intelligence

Frg Family Wealth Advisors LLC / LLY

Frg Family Wealth Advisors LLC’s Eli Lilly & Co Position

Does Frg Family Wealth Advisors LLC own Eli Lilly & Co (LLY)? Yes8.2K shares worth $8M (+1.24% of its 13F portfolio) as of Q1 2026, down from 8.3K shares the prior filed quarter.

Position Value
$8M
Q1 2026
Shares
8.2K
% of Portfolio
+1.24%
Quarters Held
18
currently held

Position History LLY

Reported value by quarter
Q4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $3MQ3 ’22: $3MQ3 ’22Q4 ’22: $3MQ1 ’23: $3MQ2 ’23: $4MQ2 ’23Q3 ’23: $5MQ4 ’23: $5MQ1 ’24: $7MQ1 ’24Q2 ’24: $7MQ3 ’24: $8MQ4 ’24: $6MQ4 ’24Q1 ’25: $7MQ2 ’25: $6MQ3 ’25: $6MQ3 ’25Q4 ’25: $9MQ1 ’26: $8Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20268.2K$8M+1.24%
Q4 20258.3K$9M+1.38%
Q3 20258.3K$6M+1.02%
Q2 20258.3K$6M+1.12%
Q1 20258.3K$7M+1.32%
Q4 20248.3K$6M+1.16%
Q3 20248.7K$8M+1.39%
Q2 20248.7K$7M+1.34%
Q1 20248.6K$7M+1.32%
Q4 20238.6K$5M+1.02%
Q3 20238.6K$5M+1.04%
Q2 20238.6K$4M+0.88%
Q1 20238.6K$3M+0.68%
Q4 20228.6K$3M+0.75%
Q3 20228.6K$3M+0.69%
Q2 20228.6K$3M+0.65%
Q1 20228.6K$2M+0.48%
Q4 20218.6K$2M+0.44%

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