Intergy Private Wealth, LLC

Position in LLY — ELI LILLY & Co

CIK 1911342 COLORADO SPRINGS, CO

Position in LLY

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$512,156

+$174,601 QoQ

Shares Held

427

+16.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#3,738

of 4,605 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Intergy Private Wealth, LLC holds $2,823,100 across 6 Drug Manufacturers - General names. LLY ranks #4 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JNJ	Johnson & Johnson	2,708	$687,750
2	NVS	Novartis AG	3,740	$586,132
3	MRK	Merck & Co., Inc.	4,099	$526,721
4	LLY	ELI LILLY & Co This page	427	$512,156
5	AMGN	Amgen Inc	811	$293,679
6	ABBV	AbbVie Inc.	861	$216,662

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,156	427	+16.3%	Shares	Sole	2026-07-17
2026-03-31	$337,555	367	-5.2%	Shares	Sole	2026-04-16
2025-12-31	$415,901	387	+23.2%	Shares	Sole	2026-01-22
2025-09-30	$239,582	314	+6.1%	Shares	Sole	2025-10-14
2025-06-30	$230,740	296	-3.0%	Shares	Sole	2025-07-23
2025-03-31	$251,902	305	—	Shares	Sole	2025-04-11
No filing history on record for this holder in this stock.