Peak Planning Group, LLC

Position in LLY — ELI LILLY & Co

CIK 2097384 CENTENNIAL, CO

Position in LLY

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,542,467

+$363,322 QoQ

Shares Held

1,286

+0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.60%

of 13F equity value

Holder Rank

#2,745

of 4,605 holders

Holding Since

Sep 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Peak Planning Group, LLC holds $3,165,308 across 5 Drug Manufacturers - General names. LLY ranks #1 (48.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,286	$1,542,467
2	ABBV	AbbVie Inc.	3,487	$877,468
3	JNJ	Johnson & Johnson	1,089	$276,573
4	MRK	Merck & Co., Inc.	1,967	$252,759
5	GILD	Gilead Sciences, Inc.	1,710	$216,041

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,542,467	1,286	+0.3%	Shares	Sole	2026-08-12
2026-03-31	$1,179,145	1,282	+0.7%	Shares	Sole	2026-04-22
2025-12-31	$1,368,067	1,273	-0.1%	Shares	Sole	2026-02-13
2025-03-31	$1,052,209	1,274	+2.3%	Shares	Sole	2026-06-24
2024-12-31	$961,140	1,245	+0.2%	Shares	Sole	2026-05-26
2024-09-30	$1,101,223	1,243	-0.9%	Shares	Sole	2026-06-24
2024-06-30	$1,135,346	1,254	+4.4%	Shares	Sole	2026-05-26
2024-03-31	$934,329	1,201	+0.8%	Shares	Sole	2026-05-26
2023-12-31	$694,257	1,191	+1.3%	Shares	Sole	2026-05-26
2023-09-30	$631,664	1,176	0.0%	Shares	Sole	2026-05-26
2023-06-30	$551,520	1,176	0.0%	Shares	Sole	2026-05-26
2023-03-31	$403,861	1,176	0.0%	Shares	Sole	2026-05-26
2022-12-31	$430,227	1,176	+0.1%	Shares	Sole	2026-05-26
2022-09-30	$379,936	1,175	—	Shares	Sole	2026-05-26
No filing history on record for this holder in this stock.