Position in HLN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$206,108
-$97,925 QoQ
Shares Held
22,091
-27.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#279
of 639 holders
Holding Since
Sep 2022
15 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, 2026Independent Advisor Alliance holds $3,917,447 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELAN |
Elanco Animal Health Inc
|
98,746 | $2,430,138 | |
| 2 | VTRS |
Viatris Inc
|
32,752 | $520,101 | |
| 3 | UTHR |
UNITED THERAPEUTICS Corp
|
856 | $463,805 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
17,885 | $286,695 | |
| 5 | HLN |
Haleon plc
This page
|
22,091 | $206,108 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
|
10,000 | $10,600 |
All Filings in HLN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,108 | 22,091 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $304,033 | 30,373 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $362,422 | 35,848 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $199,914 | 22,287 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $303,062 | 29,225 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $249,974 | 24,293 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $260,660 | 27,323 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $161,651 | 15,279 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $128,409 | 15,546 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $128,547 | 15,141 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $128,824 | 15,653 | Shares | Sole | 2024-02-08 | |
| 2023-06-30 | $93,537 | 11,162 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $104,387 | 12,824 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $100,984 | 12,623 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $176,476 | 28,978 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||