Position in LLY
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$722,056
+$197,788 QoQ
Shares Held
602
+5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#3,426
of 4,605 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in LLY Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - General
Healthcare · as of Jun 30, 2026CURA WEALTH ADVISORS, LLC holds $75,575,907 across 6 Drug Manufacturers - General names. LLY ranks #3 (1.0% of the industry book) .
All Filings in LLY
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,056 | 602 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $524,268 | 570 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $931,747 | 867 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $435,673 | 571 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $328,961 | 422 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $309,716 | 375 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||