Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,787,150
+$946,481 QoQ
Shares Held
1,490
+63.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#2,600
of 4,605 holders
Holding Since
Mar 2022
11 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, 2026Spartan Planning & Wealth Management holds $4,749,293 across 5 Drug Manufacturers - General names. LLY ranks #1 (37.6% of the industry book) .
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,787,150 | 1,490 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $840,669 | 914 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,672,202 | 1,556 | Shares | Sole | 2026-01-08 | |
| 2025-03-31 | $1,178,573 | 1,427 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $574,368 | 744 | Shares | Sole | 2025-01-07 | |
| 2023-12-31 | $747,303 | 1,282 | Shares | Sole | 2024-03-12 | |
| 2023-09-30 | $394,790 | 735 | Shares | Sole | 2023-11-17 | |
| 2022-12-31 | $462,787 | 1,265 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $436,845 | 1,351 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $203,616 | 628 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $79,610 | 278 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||