Position in HLN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$40,660
+$480 QoQ
Shares Held
4,358
+8.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#421
of 639 holders
Holding Since
Dec 2024
7 quarters on record
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Spire Wealth Management holds $860,691 across 13 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
6,254 | $449,412 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
690 | $116,292 | |
| 3 | 17,767 | $56,143 | |||
| 4 | COLL |
Collegium Pharmaceutical, Inc
|
1,301 | $47,096 | |
| 5 | HLN |
Haleon plc
This page
|
4,358 | $40,660 | |
| 6 | UTHR |
UNITED THERAPEUTICS Corp
|
59 | $31,967 | |
| 7 | TEVA |
Teva Pharmaceutical Industries Ltd
|
792 | $26,832 | |
| 8 | VTRS |
Viatris Inc
|
1,591 | $25,265 |
All Filings in HLN
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $40,660 | 4,358 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $40,180 | 4,014 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $41,946 | 4,149 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $33,987 | 3,789 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $39,613 | 3,820 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $38,618 | 3,753 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $39,495 | 4,140 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||