Position in HLN
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$556,590
-$117,853 QoQ
Shares Held
59,656
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#185
of 639 holders
Holding Since
Mar 2024
4 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, 2026Dynasty Wealth Management, LLC holds $1,138,314 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (48.9% of the industry book) .
All Filings in HLN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $556,590 | 59,656 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $674,443 | 67,377 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $839,999 | 83,086 | Shares | Sole | 2026-02-10 | |
| 2024-03-31 | $692,147 | 81,525 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||