Position in HLN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$155,512
-$25,295 QoQ
Shares Held
16,668
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#322
of 639 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026J.W. COLE ADVISORS, INC. holds $638,608 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (24.4% of the industry book) .
All Filings in HLN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,512 | 16,668 | Shares | Sole | 2026-07-21 | |
| 2025-12-31 | $180,807 | 17,884 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $155,683 | 17,356 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $185,705 | 17,908 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $180,568 | 17,548 | Shares | Sole | 2025-05-05 | |
| No filing history on record for this holder in this stock. | ||||||