Position in HLN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$34,362
-$13,135 QoQ
Shares Held
3,683
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#426
of 640 holders
Holding Since
Dec 2022
15 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, 2026IFP Advisors, Inc holds $6,951,552 across 44 Drug Manufacturers - Specialty & Generic names. HLN ranks #9 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
143,876 | $4,874,518 | |
| 2 | UTHR |
UNITED THERAPEUTICS Corp
|
1,544 | $836,585 | |
| 3 | NBIX |
Neurocrine Biosciences Inc
|
3,008 | $506,968 | |
| 4 | ZTS |
Zoetis Inc.
|
2,994 | $215,148 | |
| 5 | LQDA |
Liquidia Corp
|
950 | $75,743 | |
| 6 | CTOR |
Citius Oncology, Inc.
|
107,424 | $69,825 | |
| 7 | LNTH |
Lantheus Holdings, Inc.
|
447 | $49,590 | |
| 8 | VTRS |
Viatris Inc
|
2,398 | $38,080 |
All Filings in HLN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,362 | 3,683 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $47,497 | 4,745 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,407 | 3,799 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $28,632 | 3,192 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $42,288 | 4,078 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $39,174 | 3,807 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $75,852 | 7,951 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $77,255 | 7,302 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $90,934 | 11,009 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $81,164 | 9,560 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $84,497 | 10,267 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $81,250 | 9,754 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $48,872 | 5,832 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $59,055 | 7,255 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $141,264 | 17,658 | Shares | Sole | 2023-02-07 | |
| No filing history on record for this holder in this stock. | ||||||