Position in HLN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$19,117
+$6,675 QoQ
Shares Held
2,049
+64.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#117
of 203 holders
Holding Since
Jun 2025
5 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, 2026Bare Financial Services, Inc holds $126,161 across 23 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (15.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ALKS |
Alkermes plc.
|
383 | $20,066 | |
| 2 | HLN |
Haleon plc
This page
|
2,049 | $19,117 | |
| 3 | LNTH |
Lantheus Holdings, Inc.
|
147 | $16,307 | |
| 4 | UTHR |
UNITED THERAPEUTICS Corp
|
28 | $15,169 | |
| 5 | PBH |
Prestige Consumer Healthcare Inc.
|
300 | $14,179 | |
| 6 | ZTS |
Zoetis Inc.
|
133 | $9,556 | |
| 7 | NBIX |
Neurocrine Biosciences Inc
|
39 | $6,572 | |
| 8 | PCRX |
Pacira BioSciences, Inc.
|
257 | $6,520 |
All Filings in HLN
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,117 | 2,049 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $12,442 | 1,243 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,900 | 188 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,601 | 513 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,610 | 541 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||