Position in LLY
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,049,500
+$271,376 QoQ
Shares Held
875
+3.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#3,103
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, 2026AGH Wealth Advisors, LLC holds $4,021,663 across 6 Drug Manufacturers - General names. LLY ranks #2 (26.1% of the industry book) .
All Filings in LLY
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,049,500 | 875 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $778,124 | 846 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $875,863 | 815 | Shares | Other | 2026-02-04 | |
| 2025-09-30 | $688,226 | 902 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $876,970 | 1,125 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $894,459 | 1,083 | Shares | Other | 2025-04-11 | |
| 2024-12-31 | $809,056 | 1,048 | Shares | Other | 2025-04-04 | |
| No filing history on record for this holder in this stock. | ||||||