SEC 13F Intelligence

Rf&L Wealth Management, LLC / LLY

Rf&L Wealth Management, LLC’s Eli Lilly & Co Position

Does Rf&L Wealth Management, LLC own Eli Lilly & Co (LLY)? Yes3.4K shares worth $3M (+2.32% of its 13F portfolio) as of Q1 2026, down from 3.5K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
3.4K
% of Portfolio
+2.32%
Quarters Held
14
currently held

Position History LLY

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ2 ’23Q3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $3MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $4MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.4K$3M+2.32%
Q4 20253.5K$4M+2.13%
Q3 20253.7K$3M+1.65%
Q2 20253.7K$3M+1.86%
Q1 20253.7K$3M+2.19%
Q4 20243.7K$3M+2.02%
Q3 20243.7K$3M+2.32%
Q2 20243.7K$3M+2.57%
Q1 20243.9K$3M+2.33%
Q4 20234.2K$2M+2.04%
Q3 20234.3K$2M+2.15%
Q2 20234.7K$2M+2.00%
Q1 20235.0K$2M+1.68%
Q4 20225.2K$2M+1.96%

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