Position in HLN
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,054
-$2,990 QoQ
Shares Held
113
-72.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#594
of 639 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Nalls Sherbakoff Group, LLC holds $3,477 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (30.3% of the industry book) .
All Filings in HLN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,054 | 113 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $4,044 | 404 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $4,084 | 404 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $1,013 | 113 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $1,171 | 113 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $1,162 | 113 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $929 | 113 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $941 | 113 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $946 | 113 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $919 | 113 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||