Position in HLN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$274,787
-$30,748 QoQ
Shares Held
29,452
-3.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#243
of 639 holders
Holding Since
Mar 2024
10 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, 2026Simplicity Wealth,LLC holds $742,742 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (37.0% of the industry book) .
All Filings in HLN
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $274,787 | 29,452 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $305,535 | 30,523 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $446,164 | 44,131 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $384,490 | 42,864 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $434,980 | 41,946 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $159,309 | 15,482 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $136,870 | 14,347 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $169,036 | 15,977 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $132,349 | 16,023 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $137,317 | 16,174 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||