Position in LLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$524,150
+$122,211 QoQ
Shares Held
437
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#3,722
of 4,604 holders
Holding Since
Mar 2023
14 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, 2026Ruggaard & Associates LLC holds $2,434,853 across 3 Drug Manufacturers - General names. LLY ranks #3 (21.5% of the industry book) .
All Filings in LLY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $524,150 | 437 | Shares | Other | 2026-08-17 | |
| 2026-03-31 | $401,939 | 437 | Shares | Other | 2026-05-26 | |
| 2025-12-31 | $469,634 | 437 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $340,298 | 446 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $347,669 | 446 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,355 | 446 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $341,996 | 443 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $510,300 | 576 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $521,498 | 576 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $441,103 | 567 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $323,520 | 555 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $306,163 | 570 | Shares | Other | 2023-11-09 | |
| 2023-06-30 | $273,883 | 584 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $213,950 | 623 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||