Position in HLN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,433
-$250 QoQ
Shares Held
368
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#544
of 639 holders
Holding Since
Sep 2022
16 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 Jun 30, 2026RAFFA WEALTH MANAGEMENT, LLC holds $34,977 across 13 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RDY |
Dr Reddys Laboratories Ltd
|
683 | $9,896 | |
| 2 | ZTS |
Zoetis Inc.
|
105 | $7,545 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
24 | $4,044 | |
| 4 | HLN |
Haleon plc
This page
|
368 | $3,433 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
|
208 | $3,334 | |
| 6 | VTRS |
Viatris Inc
|
143 | $2,270 | |
| 7 | ELAN |
Elanco Animal Health Inc
|
73 | $1,796 | |
| 8 | TEVA |
Teva Pharmaceutical Industries Ltd
|
38 | $1,287 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,433 | 368 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,683 | 368 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $3,720 | 368 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $3,300 | 368 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $3,816 | 368 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $3,786 | 368 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $3,510 | 368 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $359 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $280 | 34 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $288 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $279 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $283 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $284 | 34 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $1,782 | 219 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $1,752 | 219 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $2,454 | 403 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||