Position in HLN
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$132,732
-$3,560 QoQ
Shares Held
13,260
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
8 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 Mar 31, 2026West Family Investments, Inc. holds $1,579,338 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (8.4% of the industry book) .
All Filings in HLN
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $132,732 | 13,260 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $136,292 | 13,481 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $126,019 | 14,049 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $152,770 | 14,732 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $162,767 | 15,818 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $150,216 | 15,746 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $142,628 | 13,481 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $85,061 | 10,019 | Shares | Sole | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||