Position in HLN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,047,936
-$138,088 QoQ
Shares Held
104,689
-10.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026WCG Wealth Advisors LLC holds $2,683,313 across 1 Drug Manufacturers - Specialty & Generic name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LQDA |
Liquidia Corp
|
33,655 | $2,683,313 |
All Filings in HLN
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,047,936 | 104,689 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,186,024 | 117,312 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $515,129 | 57,428 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $540,038 | 52,077 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||