Position in HLN
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$95,445
-$46,570 QoQ
Shares Held
10,230
-27.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#399
of 639 holders
Holding Since
Dec 2022
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 Jun 30, 2026Wealthspire Advisors, LLC holds $2,181,659 across 9 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
30,583 | $752,647 | |
| 2 | ZTS |
Zoetis Inc.
|
7,817 | $561,729 | |
| 3 | TRLV |
Trulieve Cannabis Corp.
|
23,200 | $228,056 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
6,497 | $220,118 | |
| 5 | AKBA |
Akebia Therapeutics, Inc.
|
180,002 | $205,202 | |
| 6 | HLN |
Haleon plc
This page
|
10,230 | $95,445 | |
| 7 | RMTI |
Rockwell Medical, Inc.
|
15,184 | $83,510 | |
| 8 | OGI |
Organigram Global Inc.
|
18,522 | $18,892 |
All Filings in HLN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $95,445 | 10,230 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $142,015 | 14,047 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $41,584 | 4,636 | Shares | Sole | 2025-11-14 | |
| 2022-12-31 | $101,464 | 12,683 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||