Position in LLY
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$411,137
-$233,671 QoQ
Shares Held
447
-25.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026Optimize Financial Inc holds $1,262,125 across 3 Drug Manufacturers - General names. LLY ranks #3 (32.6% of the industry book) .
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $411,137 | 447 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $644,808 | 600 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $451,696 | 592 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||