Position in HLN
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$337,146
+$9,866 QoQ
Shares Held
33,681
+4.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026INSIGNEO ADVISORY SERVICES, LLC holds $804,502 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (41.9% of the industry book) .
All Filings in HLN
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $337,146 | 33,681 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $327,280 | 32,372 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $289,004 | 32,219 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $339,544 | 32,743 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $327,324 | 31,810 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $301,626 | 31,617 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $380,467 | 35,961 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $278,576 | 33,726 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $410,644 | 48,368 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $374,958 | 45,560 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $366,303 | 43,974 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||