Position in HLN
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$2,622
+$2,360 QoQ
Shares Held
262
+907.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 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, 2026Abound Wealth Management holds $8,320 across 10 Drug Manufacturers - Specialty & Generic names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTRS |
Viatris Inc
|
172 | $2,731 | |
| 2 | ZTS |
Zoetis Inc.
|
31 | $2,227 | |
| 3 | ELAN |
Elanco Animal Health Inc
|
74 | $1,821 | |
| 4 | RDY |
Dr Reddys Laboratories Ltd
|
36 | $521 | |
| 5 | INDV |
Indivior Pharmaceuticals, Inc.
|
6 | $246 | |
| 6 | LQDA |
Liquidia Corp
|
3 | $239 | |
| 7 | ALKS |
Alkermes plc.
|
4 | $209 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
4 | $138 |
All Filings in HLN
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,622 | 262 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $262 | 26 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $2,403 | 268 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $269 | 26 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $535 | 52 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $725 | 76 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $962 | 91 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $751 | 91 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,277 | 386 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $748 | 91 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,524 | 183 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $670 | 80 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||