Position in LLY
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,349,683
+$1,181,576 QoQ
Shares Held
1,959
+54.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.60%
of 13F equity value
Holder Rank
#2,353
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, 2026Ponta Wealth Partners, LLC holds $5,898,519 across 6 Drug Manufacturers - General names. LLY ranks #1 (39.8% 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 | $2,349,683 | 1,959 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,168,107 | 1,270 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,275,645 | 1,187 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||