Position in LLY
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$55,173
+$12,864 QoQ
Shares Held
46
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#4,525
of 4,605 holders
Holding Since
Sep 2024
8 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, 2026West Financial Advisors, LLC holds $491,405 across 4 Drug Manufacturers - General names. LLY ranks #3 (11.2% of the industry book) .
All Filings in LLY
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,173 | 46 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $42,309 | 46 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $49,435 | 46 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $35,098 | 46 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $35,858 | 46 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $37,991 | 46 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $35,512 | 46 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $57,586 | 65 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||