Position in HLN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,039
+$7,197 QoQ
Shares Held
1,076
+278.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#475
of 639 holders
Holding Since
Sep 2022
12 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, 2026IMA Advisory Services, Inc. holds $51,622 across 11 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GALDY |
Galderma Group AG/ADR
|
268 | $12,185 | |
| 2 | HLN |
Haleon plc
This page
|
1,076 | $10,039 | |
| 3 | VTRS |
Viatris Inc
|
629 | $9,988 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
11 | $5,960 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
|
296 | $4,744 | |
| 6 | PBH |
Prestige Consumer Healthcare Inc.
|
51 | $2,410 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
153 | $2,216 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
48 | $1,626 |
All Filings in HLN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,039 | 1,076 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,842 | 284 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,992 | 296 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $699 | 78 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $808 | 78 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $802 | 78 | Shares | Sole | 2025-05-06 | |
| 2024-09-30 | $825 | 78 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $649 | 78 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $1,307 | 156 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $1,269 | 156 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,248 | 156 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $950 | 156 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||