Position in HLN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$675,510
+$83,839 QoQ
Shares Held
72,402
+22.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#168
of 639 holders
Holding Since
Sep 2022
16 quarters on record
Voting authority
Sole 7%
Shared 0%
None 93%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026AXXCESS WEALTH MANAGEMENT, LLC holds $2,178,917 across 5 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (31.0% 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 | $675,510 | 72,402 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $591,671 | 59,108 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $636,020 | 62,910 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $594,432 | 66,269 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $587,367 | 56,641 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $619,447 | 60,199 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $632,711 | 66,322 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $675,458 | 63,843 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $515,366 | 62,393 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $380,555 | 44,824 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $155,020 | 18,836 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $138,944 | 16,680 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $130,007 | 15,514 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $137,671 | 16,913 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $135,304 | 16,913 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $78,956 | 12,965 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||