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Harbor Asset Planning, Inc.

Position in LLY — ELI LILLY & Co

CIK 2077050 BELMONT, MA

Position in LLY

as of Jun 30, 2026 · filed Jul 22, 2026
Position Value
$239,886
+$55,932 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.71%
of 13F equity value
Holder Rank
#4,319
of 4,605 holders
Holding Since
Jun 2025
5 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, 2026

Harbor Asset Planning, Inc. holds $724,764 across 10 Drug Manufacturers - General names. LLY ranks #1 (33.1% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 LLY
ELI LILLY & Co
This page
200 $239,886

All Filings in LLY

Export CSV
5 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $239,886 200
2026-03-31 $183,954 200
2025-12-31 $214,936 200
2025-09-30 $152,600 200
2025-06-30 $155,906 200