Endowment Wealth Management, Inc.
EndowmentPosition in LLY — ELI LILLY & Co
CIK 1904477
APPLETON, WI
Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$970,338
+$266,715 QoQ
Shares Held
809
+5.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#3,173
of 4,605 holders
Holding Since
Jun 2022
17 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, 2026Endowment Wealth Management, Inc. holds $2,583,300 across 5 Drug Manufacturers - General names. LLY ranks #1 (37.6% of the industry book) .
All Filings in LLY
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $970,338 | 809 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $703,623 | 765 | Shares | Other | 2026-05-08 | |
| 2025-12-31 | $845,772 | 787 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $353,269 | 463 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $364,820 | 468 | Shares | Other | 2025-07-25 | |
| 2025-03-31 | $399,740 | 484 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $356,664 | 462 | Shares | Other | 2025-02-07 | |
| 2024-09-30 | $423,479 | 478 | Shares | Other | 2024-11-06 | |
| 2024-06-30 | $438,203 | 484 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $387,424 | 498 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $304,284 | 522 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $296,495 | 552 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $331,568 | 707 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $229,404 | 668 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $249,137 | 681 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $217,937 | 674 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $203,940 | 629 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||