Position in HLN
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$672,422
+$123,314 QoQ
Shares Held
72,071
+31.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#169
of 639 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Naviter Wealth, LLC holds $1,971,654 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (34.1% of the industry book) .
All Filings in HLN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,422 | 72,071 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $549,108 | 54,856 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $479,830 | 47,461 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $445,477 | 49,663 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $477,165 | 46,014 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||