Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$119,943
+$27,966 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#4,473
of 4,601 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, 2026Tanglewood Legacy Advisors, LLC holds $3,267,316 across 7 Drug Manufacturers - General names. LLY ranks #3 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRK |
Merck & Co., Inc.
|
12,210 | $1,568,985 | |
| 2 | JNJ |
Johnson & Johnson
|
5,091 | $1,292,961 | |
| 3 | LLY |
ELI LILLY & Co
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|
100 | $119,943 | |
| 4 | ABBV |
AbbVie Inc.
|
443 | $111,476 | |
| 5 | BMY |
Bristol Myers Squibb Co
|
1,868 | $107,634 | |
| 6 | PFE |
Pfizer Inc
|
2,072 | $49,893 | |
| 7 | OGN |
Organon & Co.
|
1,213 | $16,424 |
All Filings in LLY
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,943 | 100 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $91,977 | 100 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $107,468 | 100 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $76,300 | 100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $77,953 | 100 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $82,591 | 100 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $80,288 | 104 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $92,137 | 104 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $94,159 | 104 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $80,907 | 104 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $58,292 | 100 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $53,713 | 100 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $46,898 | 100 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $34,342 | 100 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $36,584 | 100 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||