Position in HLN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$27,357
+$6,672 QoQ
Shares Held
2,733
+33.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Sound Income Strategies, LLC holds $25,315,813 across 23 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PRGO |
PERRIGO Co plc
|
1,525,384 | $16,382,624 | |
| 2 | VTRS |
Viatris Inc
|
647,279 | $8,744,739 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
1,517 | $45,692 | |
| 4 | HLN |
Haleon plc
This page
|
2,733 | $27,357 | |
| 5 | TAK |
Takeda Pharmaceutical Co Ltd
|
1,286 | $23,816 | |
| 6 | ZTS |
Zoetis Inc.
|
201 | $23,760 | |
| 7 | SUPN |
Supernus Pharmaceuticals, Inc.
|
287 | $14,835 | |
| 8 | ANIP |
Ani Pharmaceuticals Inc
|
133 | $10,227 |
All Filings in HLN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,357 | 2,733 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,685 | 2,046 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $14,746 | 1,644 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $17,079 | 1,647 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $13,232 | 1,286 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $12,268 | 1,286 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $15,975 | 1,510 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $5,145 | 623 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,875 | 692 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $5,695 | 692 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $3,490 | 419 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||