Position in HLN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$62,439,998
-$4,564,769 QoQ
Shares Held
6,692,390
-0.0% QoQ
Ownership
0.152%
of shares outstanding
% of Portfolio
0.93%
of 13F equity value
Holder Rank
#16
of 640 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Douglas Lane & Associates, LLC holds $153,118,457 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (40.8% of the industry book) .
All Filings in HLN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62,439,998 | 6,692,390 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $67,004,767 | 6,693,783 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $68,357,299 | 6,761,355 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $73,257,774 | 8,166,976 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $84,804,034 | 8,177,824 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $88,587,566 | 8,609,093 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $82,274,381 | 8,624,149 | Shares | Sole | 2025-01-08 | |
| 2024-09-30 | $89,530,964 | 8,462,284 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $70,488,923 | 8,533,768 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $71,331,927 | 8,401,876 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $67,706,514 | 8,226,794 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $66,705,065 | 8,007,811 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $58,631,943 | 6,996,652 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $54,243,079 | 6,663,769 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $46,662,336 | 5,832,792 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,644,403 | 2,404,664 | Shares | Sole | 2022-10-14 | |
| No filing history on record for this holder in this stock. | ||||||