Position in LLY
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,473,224
+$544,467 QoQ
Shares Held
2,062
-1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
5.92%
of 13F equity value
Holder Rank
#2,305
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, 2026FORTERIS WEALTH MANAGEMENT INC. holds $4,184,332 across 4 Drug Manufacturers - General names. LLY ranks #1 (59.1% of the industry book) .
All Filings in LLY
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,473,224 | 2,062 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,928,757 | 2,097 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $2,654,459 | 2,470 | Shares | Sole | 2026-01-26 | |
| No filing history on record for this holder in this stock. | ||||||