Position in LLY
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$566,131
+$147,636 QoQ
Shares Held
472
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#3,655
of 4,605 holders
Holding Since
Dec 2025
3 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, 2026Financial Planning Navigators CORP holds $1,309,600 across 4 Drug Manufacturers - General names. LLY ranks #1 (43.2% of the industry book) .
All Filings in LLY
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,131 | 472 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $418,495 | 455 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $363,241 | 338 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||