Position in HLN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$858
-$2,522 QoQ
Shares Held
92
-71.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#607
of 639 holders
Holding Since
Sep 2022
5 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, 2026Mascoma Wealth Management LLC holds $9,412 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (9.1% of the industry book) .
All Filings in HLN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $858 | 92 | Shares | Sole | 2026-07-24 | |
| 2025-06-30 | $3,380 | 326 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $3,354 | 326 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,110 | 326 | Shares | Sole | 2025-02-10 | |
| 2022-09-30 | $2,222 | 365 | Shares | Sole | 2022-10-18 | |
| No filing history on record for this holder in this stock. | ||||||