Position in LLY
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,406,931
+$347,356 QoQ
Shares Held
1,173
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.68%
of 13F equity value
Holder Rank
#2,831
of 4,605 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026INVENIO WEALTH PARTNERS LLC holds $3,480,543 across 5 Drug Manufacturers - General names. LLY ranks #1 (40.4% of the industry book) .
All Filings in LLY
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,406,931 | 1,173 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,059,575 | 1,152 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,302,512 | 1,212 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,004,108 | 1,316 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,050,806 | 1,348 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,291,723 | 1,564 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $1,242,148 | 1,609 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,338,655 | 1,511 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,099,131 | 1,214 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $960,002 | 1,234 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $919,264 | 1,577 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $951,257 | 1,771 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $857,764 | 1,829 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||