Position in LLY
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$11,346,608
+$2,695,252 QoQ
Shares Held
9,460
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.76%
of 13F equity value
Holder Rank
#1,189
of 4,605 holders
Holding Since
Jun 2023
13 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, 2026Wescott Financial Advisory Group, LLC holds $34,430,041 across 6 Drug Manufacturers - General names. LLY ranks #2 (33.0% of the industry book) .
All Filings in LLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,346,608 | 9,460 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $8,651,356 | 9,406 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,163,249 | 9,457 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $7,140,154 | 9,358 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,315,109 | 9,384 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,752,817 | 9,387 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $7,242,132 | 9,381 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $8,224,181 | 9,283 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $8,396,494 | 9,274 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $6,635,998 | 8,530 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,780,526 | 8,201 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $4,292,742 | 7,992 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $3,712,914 | 7,917 | Shares | Sole | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||