Peak Retirement Planning, Inc.

Pension

Position in LLY — ELI LILLY & Co

CIK 2056697 COLUMBUS, OH

Position in LLY

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$6,064,318

+$2,324,534 QoQ

Shares Held

5,056

+24.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.79%

of 13F equity value

Holder Rank

#1,569

of 4,605 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Peak Retirement Planning, Inc. holds $17,637,576 across 5 Drug Manufacturers - General names. LLY ranks #1 (34.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	5,056	$6,064,318
2	JNJ	Johnson & Johnson	15,923	$4,043,964
3	MRK	Merck & Co., Inc.	29,248	$3,758,368
4	GILD	Gilead Sciences, Inc.	25,360	$3,203,982
5	ABBV	AbbVie Inc.	2,253	$566,944

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,064,318	5,056	+24.3%	Shares	Sole	2026-08-10
2026-03-31	$3,739,784	4,066	+532.3%	Shares	Sole	2026-05-11
2025-12-31	$691,019	643	+15.4%	Shares	Sole	2026-02-10
2025-09-30	$424,991	557	+1.6%	Shares	Sole	2025-11-04
2025-06-30	$427,182	548	+35.3%	Shares	Sole	2025-11-04
2025-03-31	$334,493	405	+40.6%	Shares	Sole	2025-11-04
2024-12-31	$222,336	288	—	Shares	Sole	2025-02-20
No filing history on record for this holder in this stock.