Position in LLY
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$466,578
+$153,857 QoQ
Shares Held
389
+14.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.81%
of 13F equity value
Holder Rank
#3,810
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, 2026Balanced Rock Investment Advisors LLC holds $1,918,103 across 5 Drug Manufacturers - General names. LLY ranks #2 (24.3% of the industry book) .
All Filings in LLY
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,578 | 389 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $312,721 | 340 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $328,852 | 306 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $221,270 | 290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $215,150 | 276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $228,777 | 277 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $226,196 | 293 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $272,869 | 308 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $302,396 | 334 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $281,621 | 362 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $292,042 | 501 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||