Position in HLN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,137
New position
Shares Held
1,944
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#450
of 640 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $1,203,691 across 15 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
40,767 | $1,003,275 | |
| 2 | ZTS |
Zoetis Inc.
|
1,413 | $101,538 | |
| 3 | ANIP |
Ani Pharmaceuticals Inc
|
275 | $22,764 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
36 | $19,505 | |
| 5 | HLN |
Haleon plc
This page
|
1,944 | $18,137 | |
| 6 | VTRS |
Viatris Inc
|
668 | $10,607 | |
| 7 | TAK |
Takeda Pharmaceutical Co Ltd
|
602 | $9,650 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
108 | $3,659 |
All Filings in HLN
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,137 | 1,944 | Shares | Sole | 2026-07-28 | |
| No filing history on record for this holder in this stock. | ||||||