Spectrum Planning & Advisory Services Inc.
Position in LLY — ELI LILLY & Co
CIK 1725394
SAN DIEGO, CA
Position in LLY
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$281,866
+$65,721 QoQ
Shares Held
235
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#4,205
of 4,605 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Spectrum Planning & Advisory Services Inc. holds $1,226,268 across 5 Drug Manufacturers - General names. LLY ranks #2 (23.0% of the industry book) .
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $281,866 | 235 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $216,145 | 235 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $251,475 | 234 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||