Position in HLN
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$633,236
-$46,463 QoQ
Shares Held
67,871
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#9
of 70 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $4,608,761 across 5 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (13.7% of the industry book) .
All Filings in HLN
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $633,236 | 67,871 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $679,699 | 67,902 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $679,563 | 67,217 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $601,214 | 67,025 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $695,920 | 67,109 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $698,392 | 67,871 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $650,990 | 68,238 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $764,510 | 72,260 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $595,678 | 72,116 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $597,093 | 70,329 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $561,977 | 68,284 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $545,131 | 65,442 | Shares | Sole | 2023-11-01 | |
| No filing history on record for this holder in this stock. | ||||||