SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co
Position in LLY — ELI LILLY & Co
CIK 2016209
CINCINNATI, OH
Position in LLY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$217,065
New position
Shares Held
236
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Position in Drug Manufacturers - General
Healthcare · as of Mar 31, 2026SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co holds $453,674 across 2 Drug Manufacturers - General names. LLY ranks #2 (47.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVS |
Novartis AG
|
1,549 | $236,609 | |
| 2 | LLY |
ELI LILLY & Co
This page
|
236 | $217,065 |
All Filings in LLY
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $217,065 | 236 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||