WealthPLAN Partners, LLC

Position in LLY — ELI LILLY & Co

CIK 1639943 OMAHA, NE

Position in LLY

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$941,552

+$205,736 QoQ

Shares Held

785

-1.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.43%

of 13F equity value

Holder Rank

#3,195

of 4,605 holders

Holding Since

Jun 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

WealthPLAN Partners, LLC holds $7,868,483 across 6 Drug Manufacturers - General names. LLY ranks #3 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	10,435	$2,650,176
2	ABBV	AbbVie Inc.	9,387	$2,362,144
3	LLY	ELI LILLY & Co This page	785	$941,552
4	AMGN	Amgen Inc	2,319	$839,756
5	MRK	Merck & Co., Inc.	6,004	$771,513
6	GILD	Gilead Sciences, Inc.	2,401	$303,342

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$941,552	785	-1.9%	Shares	Sole	2026-07-28
2026-03-31	$735,816	800	-64.1%	Shares	Sole	2026-04-29
2025-12-31	$2,395,461	2,229	-30.8%	Shares	Sole	2026-02-12
2025-09-30	$2,459,149	3,223	+75.2%	Shares	Sole	2025-10-27
2025-06-30	$1,434,335	1,840	-7.9%	Shares	Sole	2025-07-28
2025-03-31	$1,650,168	1,998	+3.9%	Shares	Sole	2025-05-12
2024-12-31	$1,484,556	1,923	+8.8%	Shares	Sole	2025-01-30
2024-09-30	$1,566,341	1,768	+11.8%	Shares	Sole	2024-11-05
2024-06-30	$1,431,405	1,581	+0.2%	Shares	Sole	2024-08-09
2024-03-31	$1,227,620	1,578	+0.3%	Shares	Sole	2024-05-07
2023-12-31	$916,933	1,573	0.0%	Shares	Sole	2024-01-05
2023-09-30	$844,905	1,573	+16.2%	Shares	Sole	2023-11-02
2023-06-30	$634,998	1,354	-12.3%	Shares	Sole	2023-07-31
2023-03-31	$530,240	1,544	-58.2%	Shares	Other	2023-05-10
2022-12-31	$1,350,681	3,692	+14.6%	Shares	Sole	2023-02-16
2022-03-31	$922,684	3,222	+7.5%	Shares	Sole	2022-05-03
2021-12-31	$827,831	2,997	+34.3%	Shares	Sole	2022-02-01
2021-09-30	$515,472	2,231	+109.1%	Shares	Sole	2021-12-09
2021-06-30	$244,897	1,067	—	Shares	Sole	2021-08-19
No filing history on record for this holder in this stock.