Institute for Wealth Management, LLC.
Position in ELAN — Elanco Animal Health Inc
CIK 1533954
DENVER, CO
Position in ELAN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,003,275
+$27,219 QoQ
Shares Held
40,767
-0.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#226
of 518 holders
Holding Since
Mar 2023
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in ELAN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,203,691 across 15 Drug Manufacturers - Specialty & Generic names. ELAN ranks #1 (83.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
This page
|
40,767 | $1,003,275 | |
| 2 | ZTS |
Zoetis Inc.
|
1,413 | $101,538 | |
| 3 | ANIP |
Ani Pharmaceuticals Inc
|
275 | $22,764 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
36 | $19,505 | |
| 5 | HLN |
Haleon plc
|
1,944 | $18,137 | |
| 6 | VTRS |
Viatris Inc
|
668 | $10,607 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
602 | $9,650 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
108 | $3,659 |
All Filings in ELAN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,003,275 | 40,767 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $976,056 | 40,788 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $928,056 | 41,010 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $836,132 | 41,516 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $632,832 | 44,316 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $469,518 | 44,716 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $430,098 | 35,516 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $468,023 | 31,860 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $471,211 | 32,655 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $531,623 | 32,655 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $477,619 | 32,055 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $402,178 | 35,781 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $359,956 | 35,781 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $260,502 | 27,713 | Shares | Sole | 2023-04-20 | |
| No filing history on record for this holder in this stock. | ||||||