Position in HLN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$5,504
-$882 QoQ
Shares Held
590
-7.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#524
of 641 holders
Holding Since
Dec 2024
7 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, 2026Physician Wealth Advisors, Inc. holds $221,558 across 21 Drug Manufacturers - Specialty & Generic names. HLN ranks #8 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBIX |
Neurocrine Biosciences Inc
|
489 | $82,416 | |
| 2 | HIMS |
Hims & Hers Health, Inc.
|
1,477 | $51,207 | |
| 3 | ZTS |
Zoetis Inc.
|
277 | $19,905 | |
| 4 | TEVA |
Teva Pharmaceutical Industries Ltd
|
316 | $10,706 | |
| 5 | VTRS |
Viatris Inc
|
664 | $10,544 | |
| 6 | RDY |
Dr Reddys Laboratories Ltd
|
617 | $8,940 | |
| 7 | IRWD |
Ironwood Pharmaceuticals Inc
|
1,669 | $7,026 | |
| 8 | HLN |
Haleon plc
This page
|
590 | $5,504 |
All Filings in HLN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,504 | 590 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,386 | 638 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $5,995 | 593 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,722 | 415 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,213 | 792 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $4,188 | 407 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $26,187 | 2,745 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||