Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$671,680
+$156,609 QoQ
Shares Held
560
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.48%
of 13F equity value
Holder Rank
#3,494
of 4,605 holders
Holding Since
Dec 2022
15 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, 2026Planning Center, Inc. holds $2,073,160 across 4 Drug Manufacturers - General names. LLY ranks #2 (32.4% of the industry book) .
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $671,680 | 560 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $515,071 | 560 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $601,820 | 560 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $427,280 | 560 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $436,536 | 560 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $462,509 | 560 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $432,320 | 560 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $496,126 | 560 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $507,012 | 560 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $435,657 | 560 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $326,435 | 560 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $301,867 | 562 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $263,566 | 562 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $255,161 | 743 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $271,819 | 743 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||