Position in LLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$5,132,361
+$1,194,826 QoQ
Shares Held
4,279
-0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
9.79%
of 13F equity value
Holder Rank
#1,687
of 4,605 holders
Holding Since
Dec 2023
11 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, 2026Wiser Advisor Group LLC holds $5,440,685 across 7 Drug Manufacturers - General names. LLY ranks #1 (94.3% of the industry book) .
All Filings in LLY
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,132,361 | 4,279 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $3,937,535 | 4,281 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $4,656,588 | 4,333 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $3,360,252 | 4,404 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,351,199 | 4,299 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $3,486,992 | 4,222 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,939,264 | 2,512 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,425,477 | 1,609 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,340,867 | 1,481 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,125,664 | 1,447 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $19,819 | 34 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||