Position in LLY
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$296,259
+$239,559 QoQ
Shares Held
247
+285.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#4,168
of 4,605 holders
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Derivatives in LLY
reported options exposure · as of Sep 30, 2024CallValue
$974,534
CallShares
1,100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026Unique Wealth Strategies, LLC holds $3,783,462 across 5 Drug Manufacturers - General names. LLY ranks #5 (7.8% of the industry book) .
All Filings in LLY
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $296,259 | 247 | Shares | Sole | 2026-07-15 | |
| 2024-09-30 | $974,534 | 1,100 | Call | Sole | 2026-07-14 | |
| 2024-09-30 | $56,700 | 64 | Shares | Sole | 2026-07-14 | |
| 2024-06-30 | $45,269 | 50 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||