Position in LLY
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,170,643
+$388,839 QoQ
Shares Held
976
+14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.97%
of 13F equity value
Holder Rank
#2,990
of 4,605 holders
Holding Since
Mar 2024
10 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, 2026Values Added Financial LLC holds $2,341,136 across 4 Drug Manufacturers - General names. LLY ranks #1 (50.0% of the industry book) .
All Filings in LLY
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,170,643 | 976 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $781,804 | 850 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,044,589 | 972 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $698,908 | 916 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $712,490 | 914 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $731,756 | 886 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $750,384 | 972 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $324,254 | 366 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $315,977 | 349 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $227,164 | 292 | Shares | Sole | 2024-04-25 | |
| No filing history on record for this holder in this stock. | ||||||