AVAII WEALTH MANAGEMENT, LLC

Position in LLY — ELI LILLY & Co

CIK 1904431 APPLETON, WI

Position in LLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,997,051

+$1,267,674 QoQ

Shares Held

1,665

+110.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.13%

of 13F equity value

Holder Rank

#2,502

of 4,605 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

AVAII WEALTH MANAGEMENT, LLC holds $5,599,424 across 5 Drug Manufacturers - General names. LLY ranks #1 (35.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,665	$1,997,051
2	MRK	Merck & Co., Inc.	12,242	$1,573,097
3	BMY	Bristol Myers Squibb Co	17,077	$983,976
4	NVO	Novo Nordisk A S	13,047	$625,473
5	GILD	Gilead Sciences, Inc.	3,323	$419,827

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,997,051	1,665	+110.0%	Shares	Defined	2026-08-10
2026-03-31	$729,377	793	-2.6%	Shares	Defined	2026-04-21
2025-12-31	$874,789	814	+0.7%	Shares	Defined	2026-01-13
2025-09-30	$616,504	808	+0.7%	Shares	Defined	2025-10-20
2025-06-30	$625,183	802	+1.8%	Shares	Sole	2025-07-15
2024-12-31	$608,336	788	-3.8%	Shares	Defined	2025-01-21
2024-09-30	$725,584	819	-13.0%	Shares	Defined	2024-10-16
2024-06-30	$851,962	941	-0.9%	Shares	Defined	2024-07-31
2024-03-31	$739,062	950	+1.4%	Shares	Defined	2024-04-29
2023-12-31	$546,196	937	+0.9%	Shares	Defined	2024-02-05
2023-09-30	$498,993	929	-1.0%	Shares	Defined	2023-10-24
2023-06-30	$439,903	938	+6.2%	Shares	Defined	2023-07-31
2023-03-31	$303,239	883	-0.8%	Shares	Defined	2023-04-10
2022-12-31	$325,596	890	+1.6%	Shares	Sole	2023-01-25
2022-09-30	$283,254	876	+3.1%	Shares	Defined	2022-11-14
2022-06-30	$275,595	850	+8.4%	Shares	Defined	2022-08-12
2022-03-31	$224,513	784	—	Shares	Defined	2022-04-14
No filing history on record for this holder in this stock.