Position in HLN
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$8,005
-$15,968 QoQ
Shares Held
858
-64.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#505
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, 2026JFS WEALTH ADVISORS, LLC holds $229,680 across 22 Drug Manufacturers - Specialty & Generic names. HLN ranks #7 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
7,409 | $117,654 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
54 | $29,258 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
778 | $26,358 | |
| 4 | ZTS |
Zoetis Inc.
|
133 | $9,557 | |
| 5 | ELAN |
Elanco Animal Health Inc
|
373 | $9,179 | |
| 6 | NBIX |
Neurocrine Biosciences Inc
|
50 | $8,427 | |
| 7 | HLN |
Haleon plc
This page
|
858 | $8,005 | |
| 8 | ALKS |
Alkermes plc.
|
88 | $4,610 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,005 | 858 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $23,973 | 2,395 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $25,901 | 2,562 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $23,097 | 2,575 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $14,922 | 1,439 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $15,393 | 1,496 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $14,529 | 1,523 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $15,224 | 1,439 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $15,958 | 1,932 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $21,411 | 2,522 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $22,015 | 2,675 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,201 | 2,065 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $12,536 | 1,496 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $20,236 | 2,486 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $19,864 | 2,483 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $16,662 | 2,736 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||