Position in LLY
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$836,002
+$199,522 QoQ
Shares Held
697
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
3.36%
of 13F equity value
Holder Rank
#3,299
of 4,605 holders
Holding Since
Dec 2024
6 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, 2026Daner Wealth Management, LLC holds $1,871,439 across 4 Drug Manufacturers - General names. LLY ranks #1 (44.7% of the industry book) .
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $836,002 | 697 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $636,480 | 692 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $874,789 | 814 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $606,585 | 795 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $564,379 | 724 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $376,736 | 488 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||