Position in LLY
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$831,205
+$270,146 QoQ
Shares Held
693
+13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#3,306
of 4,605 holders
Holding Since
Dec 2021
19 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, 2026Southland Equity Partners LLC holds $15,588,502 across 9 Drug Manufacturers - General names. LLY ranks #3 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABBV |
AbbVie Inc.
|
28,242 | $7,106,816 | |
| 2 | JNJ |
Johnson & Johnson
|
20,549 | $5,218,829 | |
| 3 | LLY |
ELI LILLY & Co
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|
693 | $831,205 | |
| 4 | NVS |
Novartis AG
|
3,807 | $596,633 | |
| 5 | AMGN |
Amgen Inc
|
1,418 | $513,486 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
3,452 | $436,125 | |
| 7 | NVO |
Novo Nordisk A S
|
7,811 | $374,459 | |
| 8 | MRK |
Merck & Co., Inc.
|
2,154 | $276,789 |
All Filings in LLY
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $831,205 | 693 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $561,059 | 610 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $554,534 | 516 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $390,656 | 512 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $396,780 | 509 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $428,647 | 519 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $413,792 | 536 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $474,863 | 536 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $283,383 | 313 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $435,657 | 560 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $213,931 | 367 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $407,681 | 759 | Shares | Sole | 2024-01-02 | |
| 2023-06-30 | $355,955 | 759 | Shares | Sole | 2024-01-02 | |
| 2023-03-31 | $253,100 | 737 | Shares | Sole | 2024-01-02 | |
| 2022-12-31 | $269,624 | 737 | Shares | Sole | 2024-01-02 | |
| 2022-09-30 | $238,308 | 737 | Shares | Sole | 2024-01-02 | |
| 2022-06-30 | $238,957 | 737 | Shares | Sole | 2024-01-02 | |
| 2022-03-31 | $211,054 | 737 | Shares | Sole | 2024-01-02 | |
| 2021-12-31 | $203,574 | 737 | Shares | Sole | 2024-01-02 | |
| No filing history on record for this holder in this stock. | ||||||