Position in HLN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$787,386
-$21,011 QoQ
Shares Held
84,393
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#154
of 639 holders
Holding Since
Sep 2022
16 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, 2026NewEdge Wealth, LLC holds $3,259,699 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (24.2% of the industry book) .
All Filings in HLN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $787,386 | 84,393 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $808,397 | 80,759 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $927,754 | 91,766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $692,824 | 77,238 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $667,413 | 64,360 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $656,224 | 63,773 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $620,004 | 64,990 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $715,155 | 67,595 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $421,697 | 51,053 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $442,210 | 52,086 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $436,214 | 53,003 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $515,177 | 61,846 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $476,076 | 56,811 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $465,127 | 57,141 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $475,888 | 59,486 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $382,878 | 62,870 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||