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PDS Planning, Inc

SEC CIK
0000838618
Latest filing
Aug 5, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by PDS Planning, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

LLY overviewAll 13F holders of LLYFull Q2 2026 holdings

Shares (Q2 2026)
7,599
Value
$9.11M
% of portfolio
0.5%
Quarters held
22
Since Q1 2021
Holdings of LLY by PDS Planning, Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,599$9.11M0.5%+293+4.0%AddedHolders
Q1 20267,306$6.72M0.4%−29−0.4%ReducedHolders
Q4 20257,335$7.88M0.5%+341+4.9%AddedHolders
Q3 20256,994$5.34M0.4%−388−5.3%ReducedHolders
Q2 20257,382$5.75M0.4%+660+9.8%AddedHolders
Q1 20256,722$5.55M0.5%+796+13.4%AddedHolders
Q4 20245,926$4.57M0.4%+74+1.3%AddedHolders
Q3 20245,852$5.18M0.5%+85+1.5%AddedHolders
Q2 20245,767$5.22M0.5%+702+13.9%AddedHolders
Q1 20245,065$3.94M0.4%+81+1.6%AddedHolders
Q4 20234,984$2.91M0.3%+9+0.2%AddedHolders
Q3 20234,975$2.67M0.3%+83+1.7%AddedHolders
Q2 20234,892$2.29M0.3%+261+5.6%AddedHolders
Q1 20234,631$1.59M0.2%+1,261+37.4%AddedHolders
Q4 20223,370$1.23M0.2%+15+0.4%AddedHolders
Q3 20223,355$1.08M0.2%+11+0.3%AddedHolders
Q2 20223,344$1.08M0.2%+278+9.1%AddedHolders
Q1 20223,066$878.0K0.2%+488+18.9%AddedHolders
Q4 20212,578$712.0K0.1%+18+0.7%AddedHolders
Q3 20212,560$591.0K0.1%+34+1.3%AddedHolders
Q2 20212,526$580.0K0.1%+541+27.3%AddedHolders
Q1 20211,985$371.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.