Position in HLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$161,231
-$2,601 QoQ
Shares Held
16,107
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
15 quarters on record
Voting authority
Sole 5.854597380021109.ToString("F0")%
Shared 0.ToString("F0")%
None 94.1454026199789.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026IHT Wealth Management, LLC holds $3,631,591 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XERS |
Xeris Biopharma Holdings, Inc.
|
376,476 | $2,183,560 | |
| 2 | HIMS |
Hims & Hers Health, Inc.
|
21,088 | $437,786 | |
| 3 | VTRS |
Viatris Inc
|
25,819 | $348,814 | |
| 4 | HROW |
Harrow, Inc.
|
7,758 | $273,547 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
7,525 | $226,653 | |
| 6 | HLN |
Haleon plc
This page
|
16,107 | $161,231 |
All Filings in HLN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,231 | 16,107 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $163,832 | 16,205 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $135,949 | 15,156 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $175,118 | 16,887 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $190,642 | 18,527 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $191,296 | 20,052 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $368,279 | 34,809 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $183,487 | 22,214 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $218,702 | 25,760 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $169,982 | 20,654 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $159,461 | 19,143 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $151,015 | 18,021 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $157,452 | 19,343 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $166,768 | 20,846 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $132,457 | 21,750 | Shares | Sole | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||