Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$356,230
+$91,337 QoQ
Shares Held
297
+3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#4,028
of 4,605 holders
Holding Since
Sep 2023
12 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, 2026Montis Financial, LLC holds $2,671,923 across 4 Drug Manufacturers - General names. LLY ranks #3 (13.3% of the industry book) .
All Filings in LLY
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $356,230 | 297 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $264,893 | 288 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $296,611 | 276 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $210,588 | 276 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $562,041 | 721 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $595,481 | 721 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $579,772 | 751 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $454,487 | 513 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $428,244 | 473 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $367,975 | 473 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $270,474 | 464 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $227,743 | 424 | Shares | Sole | 2023-10-31 | |
| No filing history on record for this holder in this stock. | ||||||