Position in HLN
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$103,413
-$7,457 QoQ
Shares Held
11,084
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#379
of 640 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,664,434 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (1.1% of the industry book) .
All Filings in HLN
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $103,413 | 11,084 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $110,870 | 11,076 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $118,044 | 11,676 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $104,733 | 11,676 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $121,277 | 11,695 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $114,589 | 11,136 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $112,123 | 11,753 | Shares | Sole | 2025-01-13 | |
| No filing history on record for this holder in this stock. | ||||||