Position in HLN
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$149,718
+$22,359 QoQ
Shares Held
16,047
+29.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#328
of 639 holders
Holding Since
Jun 2023
9 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, 2026Portside Wealth Group, LLC holds $778,483 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (19.2% of the industry book) .
All Filings in HLN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,718 | 16,047 | Shares | Other | 2026-07-14 | |
| 2025-03-31 | $127,359 | 12,377 | Shares | Other | 2025-04-14 | |
| 2024-12-31 | $172,922 | 18,126 | Shares | Other | 2025-04-14 | |
| 2024-09-30 | $497,290 | 47,003 | Shares | Other | 2024-10-31 | |
| 2024-06-30 | $371,576 | 44,985 | Shares | Other | 2024-07-18 | |
| 2024-03-31 | $371,887 | 43,803 | Shares | Other | 2024-04-17 | |
| 2023-12-31 | $257,500 | 31,288 | Shares | Other | 2024-01-16 | |
| 2023-09-30 | $228,616 | 27,445 | Shares | Other | 2023-10-27 | |
| 2023-06-30 | $216,882 | 25,881 | Shares | Other | 2023-09-01 | |
| No filing history on record for this holder in this stock. | ||||||