Position in HLN
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$61,681
+$4,125 QoQ
Shares Held
6,162
+8.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 67%
Shared 0%
None 33%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026CARY STREET PARTNERS FINANCIAL LLC holds $3,307,382 across 3 Drug Manufacturers - Specialty & Generic names.
All Filings in HLN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $61,681 | 6,162 | Shares | Defined | 2026-04-29 | |
| 2025-12-31 | $57,556 | 5,693 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $50,393 | 5,618 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $68,918 | 6,646 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $56,933 | 5,533 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 | $182,862 | 19,168 | Shares | Defined | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||