Position in HLN
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$5,859
-$427 QoQ
Shares Held
628
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#520
of 639 holders
Holding Since
Sep 2022
16 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, 2026Financial Perspectives, Inc holds $444,323 across 8 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
11,251 | $381,183 | |
| 2 | TAK |
Takeda Pharmaceutical Co Ltd
|
1,437 | $23,035 | |
| 3 | VTRS |
Viatris Inc
|
1,366 | $21,692 | |
| 4 | ZTS |
Zoetis Inc.
|
139 | $9,988 | |
| 5 | HLN |
Haleon plc
This page
|
628 | $5,859 | |
| 6 | SUPN |
Supernus Pharmaceuticals, Inc.
|
52 | $2,418 | |
| 7 | CRON |
Cronos Group Inc.
|
45 | $125 | |
| 8 | OGI |
Organigram Global Inc.
|
23 | $23 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,859 | 628 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $6,286 | 628 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $6,349 | 628 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $5,633 | 628 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $6,512 | 628 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $6,462 | 628 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $5,991 | 628 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $6,644 | 628 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,170 | 626 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $5,289 | 623 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $5,127 | 623 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $5,181 | 622 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $5,212 | 622 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $5,046 | 620 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $4,960 | 620 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $3,775 | 620 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||