Position in LLY
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$520,552
+$121,372 QoQ
Shares Held
434
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.63%
of 13F equity value
Holder Rank
#3,728
of 4,605 holders
Holding Since
Dec 2024
7 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, 2026CURIO WEALTH, LLC holds $520,552 across 1 Drug Manufacturers - General name. LLY ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LLY |
ELI LILLY & Co
This page
|
434 | $520,552 |
All Filings in LLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $520,552 | 434 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $399,180 | 434 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $459,963 | 428 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $308,252 | 404 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $333,638 | 428 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,477 | 3 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $311,888 | 404 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||