Position in HLN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$597
-$133 QoQ
Shares Held
64
-12.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 639 holders
Holding Since
Sep 2022
16 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, 2026Plante Moran Financial Advisors, LLC holds $47,094 across 18 Drug Manufacturers - Specialty & Generic names. HLN ranks #10 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
250 | $17,965 | |
| 2 | VTRS |
Viatris Inc
|
677 | $10,750 | |
| 3 | EOLS |
Evolus, Inc.
|
1,220 | $8,466 | |
| 4 | ALKS |
Alkermes plc.
|
41 | $2,148 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
49 | $1,660 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
74 | $1,186 | |
| 7 | LQDA |
Liquidia Corp
|
13 | $1,036 | |
| 8 | INDV |
Indivior Pharmaceuticals, Inc.
|
15 | $615 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $597 | 64 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $730 | 73 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $738 | 73 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $3,345 | 373 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,868 | 373 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $3,838 | 373 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,558 | 373 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $12,516 | 1,183 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $7,293 | 883 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $7,496 | 883 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $7,267 | 883 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $7,355 | 883 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $7,399 | 883 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $7,187 | 883 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $7,064 | 883 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $5,377 | 883 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||