Welch Financial Planning, LLC

Position in LLY — ELI LILLY & Co

CIK 2085141 BOULDER, CO

Position in LLY

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$375,421

+$105,929 QoQ

Shares Held

313

+6.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.10%

of 13F equity value

Holder Rank

#3,993

of 4,605 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Welch Financial Planning, LLC holds $1,752,850 across 4 Drug Manufacturers - General names. LLY ranks #3 (21.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	2,243	$564,428
2	JNJ	Johnson & Johnson	2,075	$526,987
3	LLY	ELI LILLY & Co This page	313	$375,421
4	NVS	Novartis AG	1,825	$286,014

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,421	313	+6.8%	Shares	Sole	2026-07-15
2026-03-31	$269,492	293	—	Shares	Sole	2026-04-21
No filing history on record for this holder in this stock.