Position in HLN
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$206,332
+$104,262 QoQ
Shares Held
22,115
+116.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#278
of 639 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 12%
Shared 0%
None 88%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Modern Wealth Management, LLC holds $931,089 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (22.2% of the industry book) .
All Filings in HLN
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $206,332 | 22,115 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $102,070 | 10,197 | Shares | Other | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||