Position in HLN
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$404,363
+$5,777 QoQ
Shares Held
40,396
+2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026ELEVATION POINT WEALTH PARTNERS, LLC holds $6,627,844 across 9 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
|
141,882 | $2,627,654 | |
| 2 | TEVA |
Teva Pharmaceutical Industries Ltd
|
44,201 | $1,331,334 | |
| 3 | ZTS |
Zoetis Inc.
|
10,898 | $1,288,252 | |
| 4 | VTRS |
Viatris Inc
|
39,055 | $527,633 | |
| 5 | HLN |
Haleon plc
This page
|
40,396 | $404,363 | |
| 6 | ANIP |
Ani Pharmaceuticals Inc
|
3,556 | $273,456 | |
| 7 | BCRX |
Biocryst Pharmaceuticals Inc
|
12,998 | $123,740 | |
| 8 | AQST |
Aquestive Therapeutics, Inc.
|
10,100 | $41,915 |
All Filings in HLN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $404,363 | 40,396 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $398,586 | 39,425 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $187,804 | 20,937 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $11,697 | 1,128 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||