Position in HLN
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$571,471
-$58,198 QoQ
Shares Held
61,251
-2.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#179
of 640 holders
Holding Since
Jun 2024
9 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, 2026TRANSCEND CAPITAL ADVISORS, LLC holds $1,617,958 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (35.3% of the industry book) .
All Filings in HLN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $571,471 | 61,251 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $629,669 | 62,904 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $421,081 | 41,650 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $293,776 | 32,751 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $242,958 | 23,429 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $158,404 | 15,394 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $142,642 | 14,952 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $154,700 | 14,622 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $122,908 | 14,880 | Shares | Sole | 2024-07-02 | |
| No filing history on record for this holder in this stock. | ||||||