Position in HLN
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$161,070
+$33,370 QoQ
Shares Held
16,091
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
3 quarters on record
Voting authority
Sole 0.8141196942390155.ToString("F0")%
Shared 0.ToString("F0")%
None 99.18588030576099.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026DIVERSIFY WEALTH MANAGEMENT, LLC holds $12,592,869 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
71,616 | $8,465,727 | |
| 2 | PBH |
Prestige Consumer Healthcare Inc.
|
31,566 | $1,870,916 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
61,908 | $1,864,668 | |
| 4 | NBIX |
Neurocrine Biosciences Inc
|
1,597 | $210,388 | |
| 5 | HLN |
Haleon plc
This page
|
16,091 | $161,070 | |
| 6 | BTAI |
BioXcel Therapeutics, Inc.
|
15,000 | $20,100 |
All Filings in HLN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $161,070 | 16,091 | Shares | Sole | 2026-05-01 | |
| 2024-09-30 | $127,700 | 12,070 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $180,720 | 21,879 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||