Position in HLN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$437,828
-$33,502 QoQ
Shares Held
46,927
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#207
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, 2026WealthTrust Axiom LLC holds $455,978 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (96.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
46,927 | $437,828 | |
| 2 | RMTI |
Rockwell Medical, Inc.
|
3,300 | $18,150 |
All Filings in HLN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,828 | 46,927 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $471,330 | 47,086 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $478,061 | 47,286 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $424,155 | 47,286 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $496,702 | 47,898 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $507,780 | 49,347 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $520,311 | 54,540 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $586,132 | 55,400 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $470,795 | 56,997 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $488,107 | 57,492 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $454,197 | 55,188 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $419,765 | 50,392 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $436,413 | 52,078 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $423,882 | 52,074 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $415,192 | 51,899 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $319,109 | 52,399 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||