SEC 13F Intelligence

Wiser Advisor Group LLC / LLY

Wiser Advisor Group LLC’s Eli Lilly & Co Position

Does Wiser Advisor Group LLC own Eli Lilly & Co (LLY)? Yes — 4.3K shares worth $4M (+4.76% of its 13F portfolio) as of Q1 2026, down from 4.3K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
4.3K
% of Portfolio
+4.76%
Quarters Held
10
currently held

Position History LLY

Reported value by quarter
Q4 ’23: $19,824Q4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $5MQ4 ’25Q1 ’26: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20264.3K$4M+4.76%
Q4 20254.3K$5M+5.33%
Q3 20254.4K$3M+4.18%
Q2 20254.3K$3M+5.82%
Q1 20254.2K$3M+5.15%
Q4 20242.5K$2M+2.82%
Q3 20241.6K$1M+2.13%
Q2 20241.5K$1M+2.11%
Q1 20241.4K$1M+1.77%
Q4 202334$19,824+0.03%

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