Position in HLN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$3,349
-$16,871 QoQ
Shares Held
359
-82.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#545
of 639 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026BOK Financial Private Wealth, Inc. holds $281,694 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (1.2% of the industry book) .
All Filings in HLN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,349 | 359 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $20,220 | 2,000 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $17,940 | 2,000 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $20,740 | 2,000 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $20,580 | 2,000 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $38,160 | 4,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $42,320 | 4,000 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $33,040 | 4,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $33,960 | 4,000 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $32,920 | 4,000 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $33,320 | 4,000 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $33,520 | 4,000 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $32,560 | 4,000 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $32,000 | 4,000 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $52,666 | 8,648 | Shares | Sole | 2022-11-07 | |
| No filing history on record for this holder in this stock. | ||||||