Position in HLN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$616,498
-$57,955 QoQ
Shares Held
66,077
-1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#175
of 640 holders
Holding Since
Jun 2023
12 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, 2026One Wealth Advisors, LLC holds $1,413,877 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (43.6% of the industry book) .
All Filings in HLN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,498 | 66,077 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $674,453 | 67,378 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $655,411 | 64,828 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $621,190 | 69,252 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $883,918 | 85,238 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $930,565 | 90,434 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $782,318 | 82,004 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $867,602 | 82,004 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $684,737 | 82,898 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $554,498 | 65,312 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $294,527 | 35,787 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $251,022 | 29,955 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||