Planned Solutions, Inc.

Position in LLY — ELI LILLY & Co

CIK 1831332 FOLSOM, CA

Position in LLY

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$2,200,954

+$490,182 QoQ

Shares Held

1,835

-1.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

2.94%

of 13F equity value

Holder Rank

#2,408

of 4,621 holders

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Planned Solutions, Inc. holds $4,908,125 across 5 Drug Manufacturers - General names. LLY ranks #1 (44.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,835	$2,200,954
2	JNJ	Johnson & Johnson	4,312	$1,095,118
3	MRK	Merck & Co., Inc.	6,896	$886,136
4	AMGN	Amgen Inc	1,041	$376,966
5	GILD	Gilead Sciences, Inc.	2,762	$348,951

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,200,954	1,835	-1.3%	Shares	Sole	2026-07-13
2026-03-31	$1,710,772	1,860	-11.0%	Shares	Sole	2026-04-09
2025-12-31	$2,247,156	2,091	-4.5%	Shares	Sole	2026-01-28
2025-09-30	$1,670,970	2,190	-9.3%	Shares	Sole	2025-10-23
2025-06-30	$1,881,785	2,414	-6.1%	Shares	Sole	2025-07-29
2025-03-31	$2,122,588	2,570	-1.5%	Shares	Sole	2025-04-09
2024-12-31	$2,014,920	2,610	-10.4%	Shares	Sole	2025-01-17
2024-09-30	$2,580,743	2,913	-10.1%	Shares	Sole	2024-10-09
2024-06-30	$2,934,336	3,241	-9.5%	Shares	Sole	2024-07-24
2024-03-31	$2,785,096	3,580	+4.5%	Shares	Sole	2024-04-26
2023-12-31	$1,997,083	3,426	-10.9%	Shares	Sole	2024-01-18
2023-09-30	$2,064,190	3,843	0.0%	Shares	Sole	2024-02-07
2023-06-30	$1,802,290	3,843	-3.6%	Shares	Sole	2023-07-11
2023-03-31	$1,369,558	3,988	-14.1%	Shares	Sole	2023-04-12
2022-12-31	$1,697,497	4,640	0.0%	Shares	Sole	2023-01-25
2022-09-30	$1,500,344	4,640	0.0%	Shares	Sole	2022-10-20
2022-06-30	$1,504,427	4,640	0.0%	Shares	Sole	2022-07-14
2022-03-31	$1,328,756	4,640	0.0%	Shares	Sole	2022-04-08
2021-12-31	$1,281,660	4,640	-10.9%	Shares	Sole	2022-02-03
2021-06-30	$1,194,651	5,205	0.0%	Shares	Sole	2021-07-21
2021-03-31	$972,398	5,205	-1.5%	Shares	Sole	2021-04-29
2020-12-31	$892,319	5,285	0.0%	Shares	Sole	2021-01-29
2020-09-30	$782,285	5,285	—	Shares	Sole	2020-11-06
No filing history on record for this holder in this stock.