Position in LLY
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$5,164,746
+$1,176,624 QoQ
Shares Held
4,306
-0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.07%
of 13F equity value
Holder Rank
#1,683
of 4,605 holders
Holding Since
Mar 2024
9 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 Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$1,079,487
PutShares
900
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, 2026Triad Wealth Partners, LLC holds $17,358,654 across 10 Drug Manufacturers - General names. LLY ranks #1 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
4,306 | $5,164,746 | |
| 2 | ABBV |
AbbVie Inc.
|
18,700 | $4,705,668 | |
| 3 | JNJ |
Johnson & Johnson
|
11,592 | $2,944,020 | |
| 4 | MRK |
Merck & Co., Inc.
|
12,270 | $1,576,695 | |
| 5 | AMGN |
Amgen Inc
|
2,169 | $785,438 | |
| 6 | GILD |
Gilead Sciences, Inc.
|
4,715 | $595,693 | |
| 7 | PFE |
Pfizer Inc
|
18,923 | $455,665 | |
| 8 | BMY |
Bristol Myers Squibb Co
|
7,310 | $421,202 |
All Filings in LLY
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,079,487 | 900 | Put | Sole | 2026-08-10 | |
| 2026-06-30 | $5,164,746 | 4,306 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,988,122 | 4,336 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $2,684,550 | 2,498 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $887,369 | 1,163 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,079,649 | 1,385 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $797,829 | 966 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $657,744 | 852 | Shares | Sole | 2025-02-06 | |
| 2024-06-30 | $555,903 | 614 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $318,185 | 409 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||