Position in LLY
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$682,475
+$163,725 QoQ
Shares Held
569
+0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.34%
of 13F equity value
Holder Rank
#3,474
of 4,605 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026REBALANCE, LLC holds $1,260,922 across 3 Drug Manufacturers - General names. LLY ranks #1 (54.1% of the industry book) .
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,475 | 569 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $518,750 | 564 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $627,613 | 584 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $444,829 | 583 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $459,922 | 590 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $491,416 | 595 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $453,164 | 587 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $527,134 | 595 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $607,509 | 671 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $515,787 | 663 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $412,707 | 708 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $382,973 | 713 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $332,975 | 710 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $244,858 | 713 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $276,575 | 756 | Shares | Sole | 2023-02-27 | |
| No filing history on record for this holder in this stock. | ||||||