Heritage Wealth Advisors

Position in LLY — ELI LILLY & Co

CIK 1591122 RICHMOND, VA

Position in LLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,224,618

+$230,347 QoQ

Shares Held

1,021

-5.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#2,948

of 4,605 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Heritage Wealth Advisors holds $69,262,222 across 12 Drug Manufacturers - General names. LLY ranks #4 (1.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	244,804	$62,172,871
2	MRK	Merck & Co., Inc.	18,619	$2,392,541
3	ABBV	AbbVie Inc.	7,574	$1,905,921
4	LLY	ELI LILLY & Co This page	1,021	$1,224,618
5	AMGN	Amgen Inc	1,607	$581,926
6	BIIB	Biogen Inc.	2,009	$434,064
7	GILD	Gilead Sciences, Inc.	1,808	$228,422
8	BMY	Bristol Myers Squibb Co	1,250	$72,025

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,224,618	1,021	-5.6%	Shares	Sole	2026-08-14
2026-03-31	$994,271	1,081	+7.5%	Shares	Sole	2026-05-14
2025-12-31	$1,081,128	1,006	-6.9%	Shares	Sole	2026-02-13
2025-09-30	$824,803	1,081	-0.8%	Shares	Sole	2025-11-13
2025-06-30	$849,687	1,090	0.0%	Shares	Sole	2025-08-11
2025-03-31	$900,241	1,090	-3.4%	Shares	Sole	2025-05-08
2024-12-31	$870,816	1,128	+0.8%	Shares	Sole	2025-02-12
2024-09-30	$991,366	1,119	+25.3%	Shares	Sole	2024-11-12
2024-06-30	$808,504	893	-0.2%	Shares	Sole	2024-12-12
2024-03-31	$696,274	895	0.0%	Shares	Sole	2024-12-12
2023-12-31	$521,713	895	-39.6%	Shares	Sole	2024-12-12
2023-09-30	$796,026	1,482	0.0%	Shares	Sole	2024-12-12
2023-06-30	$695,028	1,482	0.0%	Shares	Sole	2024-12-12
2023-03-31	$508,948	1,482	-9.2%	Shares	Sole	2023-05-04
2022-12-31	$597,050	1,632	-11.3%	Shares	Sole	2024-12-12
2022-09-30	$594,640	1,839	-7.5%	Shares	Sole	2024-12-12
2022-06-30	$644,893	1,989	-4.8%	Shares	Sole	2022-08-04
2022-03-31	$598,226	2,089	-77.9%	Shares	Sole	2022-05-11
2021-12-31	$2,615,527	9,469	0.0%	Shares	Sole	2022-03-28
2021-09-30	$2,187,812	9,469	0.0%	Shares	Sole	2021-11-02
2021-06-30	$2,173,324	9,469	0.0%	Shares	Sole	2021-08-09
2021-03-31	$1,768,998	9,469	0.0%	Shares	Sole	2021-04-27
2020-12-31	$1,598,745	9,469	+376.1%	Shares	Sole	2021-02-01
2020-09-30	$294,411	1,989	0.0%	Shares	Sole	2020-11-03
2020-06-30	$326,554	1,989	0.0%	Shares	Sole	2020-07-17
2020-03-31	$275,914	1,989	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.