Position in HLN
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$110,200
+$8,828 QoQ
Shares Held
11,009
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Summit Financial, LLC holds $9,049,716 across 7 Drug Manufacturers - Specialty & Generic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
10,701 | $5,798,122 | |
| 2 | DERM |
Journey Medical Corp
|
346,748 | $2,454,975 | |
| 3 | ZTS |
Zoetis Inc.
|
4,263 | $306,339 | |
| 4 | ALKS |
Alkermes plc.
|
4,052 | $212,324 | |
| 5 | VTRS |
Viatris Inc
|
10,888 | $172,901 | |
| 6 | CRDL |
Cardiol Therapeutics Inc.
|
99,109 | $105,055 | |
| 7 | 85,738 | $0 |
All Filings in HLN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $110,200 | 11,009 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $101,372 | 10,027 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||