Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,162,247
+$292,145 QoQ
Shares Held
969
+2.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.07%
of 13F equity value
Holder Rank
#2,996
of 4,605 holders
Holding Since
Dec 2024
7 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, 2026Lionshead Wealth Management, LLC holds $4,038,187 across 5 Drug Manufacturers - General names. LLY ranks #2 (28.8% of the industry book) .
All Filings in LLY
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,162,247 | 969 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $870,102 | 946 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,025,244 | 954 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $712,642 | 934 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $442,773 | 568 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $448,469 | 543 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $453,164 | 587 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||