Position in LLY
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$449,786
+$163,738 QoQ
Shares Held
375
+20.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#3,838
of 4,605 holders
Holding Since
Dec 2020
16 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, 2026Altus Wealth Group LLC holds $3,391,872 across 5 Drug Manufacturers - General names. LLY ranks #5 (13.3% of the industry book) .
All Filings in LLY
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $449,786 | 375 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $286,048 | 311 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $308,433 | 287 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $215,929 | 283 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $229,181 | 294 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $290,720 | 352 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $271,744 | 352 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $287,044 | 324 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $536,890 | 593 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $477,667 | 614 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $348,003 | 597 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $318,518 | 593 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $282,794 | 603 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $207,082 | 603 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $220,601 | 603 | Shares | Sole | 2023-01-18 | |
| 2020-12-31 | $44,066 | 261 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||