Position in HLN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$193,037
-$12,978 QoQ
Shares Held
20,690
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#289
of 639 holders
Holding Since
Sep 2022
14 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, 2026Keystone Financial Group holds $2,467,403 across 5 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (7.8% of the industry book) .
All Filings in HLN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $193,037 | 20,690 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $206,015 | 20,581 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $208,073 | 20,581 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $220,279 | 21,242 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $218,724 | 21,256 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $202,057 | 21,180 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $225,142 | 21,280 | Shares | Sole | 2025-02-19 | |
| 2024-06-30 | $174,087 | 21,076 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $182,628 | 21,511 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $178,302 | 21,665 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $182,102 | 21,861 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $189,295 | 22,589 | Shares | Sole | 2023-08-07 | |
| 2022-12-31 | $187,680 | 23,460 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $135,088 | 22,182 | Shares | Sole | 2022-11-10 | |
| No filing history on record for this holder in this stock. | ||||||