Position in HLN
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,866
-$786 QoQ
Shares Held
200
-24.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#577
of 639 holders
Holding Since
Dec 2022
15 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, 2026SOA Wealth Advisors, LLC. holds $17,331 across 8 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (10.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
554 | $8,797 | |
| 2 | ELAN |
Elanco Animal Health Inc
|
203 | $4,995 | |
| 3 | HLN |
Haleon plc
This page
|
200 | $1,866 | |
| 4 | CRON |
Cronos Group Inc.
|
517 | $1,437 | |
| 5 | TLRY |
Tilray Brands, Inc.
|
25 | $112 | |
| 6 | ZTS |
Zoetis Inc.
|
1 | $71 | |
| 7 | CGC |
Canopy Growth Corp
|
51 | $48 | |
| 8 | ACB |
Aurora Cannabis Inc
|
2 | $5 |
All Filings in HLN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,866 | 200 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,652 | 265 | Shares | Sole | 2026-05-20 | |
| 2025-12-31 | $13,496 | 1,335 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $27,851 | 3,105 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $20,065 | 1,935 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $19,911 | 1,935 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $18,459 | 1,935 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $20,472 | 1,935 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $15,983 | 1,935 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $17,226 | 2,029 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $16,698 | 2,029 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $16,901 | 2,029 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $18,679 | 2,229 | Shares | Sole | 2023-07-07 | |
| 2023-03-31 | $18,144 | 2,229 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $17,832 | 2,229 | Shares | Sole | 2023-01-10 | |
| No filing history on record for this holder in this stock. | ||||||