Position in HLN
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$550
-$40 QoQ
Shares Held
59
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#135
of 140 holders
Holding Since
Sep 2022
16 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, 2026HHM Wealth Advisors, LLC holds $119,633 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (0.5% of the industry book) .
All Filings in HLN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550 | 59 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $590 | 59 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $596 | 59 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $529 | 59 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $611 | 59 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,636 | 159 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,516 | 159 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,740 | 259 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $4,204 | 509 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $500 | 59 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $485 | 59 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $491 | 59 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $494 | 59 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $480 | 59 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $472 | 59 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $462 | 76 | Shares | Sole | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||