Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,120,267
+$264,881 QoQ
Shares Held
934
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.48%
of 13F equity value
Holder Rank
#3,030
of 4,605 holders
Holding Since
Sep 2022
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, 2026MOTIVE WEALTH ADVISORS holds $2,730,034 across 5 Drug Manufacturers - General names. LLY ranks #1 (41.0% 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 | $1,120,267 | 934 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $855,386 | 930 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,008,049 | 938 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $710,353 | 931 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $726,521 | 932 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $697,893 | 845 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $674,728 | 874 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $712,295 | 804 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $727,925 | 804 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $623,145 | 801 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $300,786 | 516 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $370,619 | 690 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $345,169 | 736 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $250,009 | 728 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $293,037 | 801 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $229,578 | 710 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||