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Livermore
Livermore
ZHEN

Planned Solutions, Inc.

SEC CIK
0001831332
Latest filing
Jul 13, 2026

LLY holding history

Eli Lilly & Co in every 13F filed by Planned Solutions, 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)
1,835
Value
$2.20M
% of portfolio
0.6%
Quarters held
21
Since Q1 2021
Holdings of LLY by Planned Solutions, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,835$2.20M0.6%−25−1.3%ReducedHolders
Q1 20261,860$1.71M0.6%−231−11.0%ReducedHolders
Q4 20252,091$2.25M0.7%−99−4.5%ReducedHolders
Q3 20252,190$1.67M0.6%−224−9.3%ReducedHolders
Q2 20252,414$1.88M0.7%−156−6.1%ReducedHolders
Q1 20252,570$2.12M0.9%−40−1.5%ReducedHolders
Q4 20242,610$2.01M0.8%−303−10.4%ReducedHolders
Q3 20242,913$2.58M1.1%−328−10.1%ReducedHolders
Q2 20243,241$2.93M1.4%−339−9.5%ReducedHolders
Q1 20243,580$2.79M1.4%+154+4.5%AddedHolders
Q4 20233,426$2.00M0.9%−417−10.9%ReducedHolders
Q3 20233,843$2.06M1.2%00.0%UnchangedHolders
Q2 20233,843$1.80M1.1%−145−3.6%ReducedHolders
Q1 20233,988$1.37M0.9%−652−14.1%ReducedHolders
Q4 20224,640$1.70M1.2%00.0%UnchangedHolders
Q3 20224,640$1.50M1.3%00.0%UnchangedHolders
Q2 20224,640$1.50M1.4%00.0%UnchangedHolders
Q1 20224,640$1.33M0.9%00.0%UnchangedHolders
Q4 20214,640$1.28M0.9%–No prior filingHolders
Q3 2021––––Not filedHolders
Q2 20215,205$1.20M0.8%00.0%UnchangedHolders
Q1 20215,205$972.0K0.8%––Holders

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