PLANNING ALTERNATIVES LTD /ADV

Position in LLY — ELI LILLY & Co

CIK 712011 BIRMINGHAM, MI

Position in LLY

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

Position Value

$1,518,478

+$615,264 QoQ

Shares Held

1,266

+28.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#2,752

of 4,605 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PLANNING ALTERNATIVES LTD /ADV holds $3,993,417 across 6 Drug Manufacturers - General names. LLY ranks #1 (38.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LLY	ELI LILLY & Co This page	1,266	$1,518,478
2	JNJ	Johnson & Johnson	3,514	$892,450
3	ABBV	AbbVie Inc.	2,879	$724,471
4	MRK	Merck & Co., Inc.	3,428	$440,498
5	PFE	Pfizer Inc	8,876	$213,734
6	GILD	Gilead Sciences, Inc.	1,613	$203,786

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,518,478	1,266	+28.9%	Shares	Sole	2026-08-12
2026-03-31	$903,214	982	+10.7%	Shares	Sole	2026-05-07
2025-12-31	$953,241	887	+50.1%	Shares	Sole	2026-02-06
2025-09-30	$450,933	591	-19.3%	Shares	Sole	2025-11-12
2025-06-30	$570,615	732	-16.8%	Shares	Sole	2025-08-12
2025-03-31	$726,800	880	+55.8%	Shares	Sole	2025-05-09
2024-12-31	$436,180	565	+1.1%	Shares	Sole	2025-02-06
2024-09-30	$495,240	559	+2.9%	Shares	Sole	2024-11-12
2024-06-30	$491,621	543	+21.5%	Shares	Sole	2024-07-25
2024-03-31	$347,748	447	+6.9%	Shares	Sole	2024-04-17
2023-12-31	$243,660	418	+0.7%	Shares	Sole	2024-01-23
2023-09-30	$222,908	415	—	Shares	Sole	2023-10-17
No filing history on record for this holder in this stock.