Position in LLY
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$514,555
+$150,327 QoQ
Shares Held
429
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#3,736
of 4,605 holders
Holding Since
Mar 2024
10 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, 2026Leonard Rickey Investment Advisors P.L.L.C. holds $2,067,943 across 4 Drug Manufacturers - General names. LLY ranks #2 (24.9% of the industry book) .
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,555 | 429 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $364,228 | 396 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $381,511 | 355 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $264,761 | 347 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $274,394 | 352 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $295,675 | 358 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $284,096 | 368 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $326,025 | 368 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $343,139 | 379 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $242,723 | 312 | Shares | Sole | 2024-04-18 | |
| No filing history on record for this holder in this stock. | ||||||