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.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, 2026Summit Financial, LLC holds $9,165,721 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #6 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
10,589 | $6,279,065 | |
| 2 | DERM |
Journey Medical Corp
|
379,807 | $1,781,294 | |
| 3 | ZTS |
Zoetis Inc.
|
4,301 | $508,421 | |
| 4 | ESPR |
Esperion Therapeutics, Inc.
|
126,373 | $346,262 | |
| 5 | CRDL |
Cardiol Therapeutics Inc.
|
104,059 | $140,479 | |
| 6 | HLN |
Haleon plc
This page
|
11,009 | $110,200 |
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. | ||||||