Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$3,045,353
+$690,742 QoQ
Shares Held
2,539
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.86%
of 13F equity value
Holder Rank
#2,114
of 4,605 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Alta Wealth Advisors LLC holds $7,343,636 across 5 Drug Manufacturers - General names. LLY ranks #1 (41.5% of the industry book) .
All Filings in LLY
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,045,353 | 2,539 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $2,354,611 | 2,560 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,764,077 | 2,572 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,938,783 | 2,541 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,387,700 | 3,063 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,529,762 | 3,063 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,363,092 | 3,061 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $2,697,687 | 3,045 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,763,219 | 3,052 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $2,371,222 | 3,048 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $1,776,740 | 3,048 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,636,097 | 3,046 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,289,226 | 2,749 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $931,698 | 2,713 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $968,744 | 2,648 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $864,961 | 2,675 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $867,315 | 2,675 | Shares | Sole | 2022-07-28 | |
| No filing history on record for this holder in this stock. | ||||||