Position in HLN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,231
-$12 QoQ
Shares Held
123
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Heritage Wealth Advisors holds $412,780 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (0.3% of the industry book) .
All Filings in HLN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,231 | 123 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,243 | 123 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,103 | 123 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,275 | 123 | Shares | Sole | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||