Aspen Wealth Management LLC

Position in LLY — ELI LILLY & Co

CIK 1895252 FORT WORTH, TX

Position in LLY

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$454,584

+$128,986 QoQ

Shares Held

379

+7.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.86%

of 13F equity value

Holder Rank

#3,831

of 4,605 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Aspen Wealth Management LLC holds $3,231,331 across 5 Drug Manufacturers - General names. LLY ranks #4 (14.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	3,587	$910,990
2	NVS	Novartis AG	5,661	$887,191
3	GRFS	Grifols SA	86,466	$612,179
4	LLY	ELI LILLY & Co This page	379	$454,584
5	ABBV	AbbVie Inc.	1,456	$366,387

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$454,584	379	+7.1%	Shares	Sole	2026-07-31
2026-03-31	$325,598	354	+12.7%	Shares	Sole	2026-04-01
2025-12-31	$337,449	314	0.0%	Shares	Sole	2026-01-05
2025-09-30	$239,582	314	0.0%	Shares	Sole	2025-10-02
2025-06-30	$244,772	314	0.0%	Shares	Sole	2025-07-02
2025-03-31	$259,335	314	0.0%	Shares	Sole	2025-04-23
2024-12-31	$242,408	314	-19.5%	Shares	Sole	2025-01-15
2024-09-30	$345,516	390	+1.3%	Shares	Sole	2024-10-08
2024-06-30	$348,571	385	+0.3%	Shares	Sole	2024-07-10
2024-03-31	$298,736	384	+3.5%	Shares	Sole	2024-04-17
2023-12-31	$216,263	371	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.