Position in HLN
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$3,592
-$341 QoQ
Shares Held
385
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#540
of 639 holders
Holding Since
Dec 2024
6 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, 2026Retirement Wealth Solutions LLC holds $30,936 across 8 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (11.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UTHR |
UNITED THERAPEUTICS Corp
|
13 | $7,043 | |
| 2 | NBIX |
Neurocrine Biosciences Inc
|
34 | $5,730 | |
| 3 | TAK |
Takeda Pharmaceutical Co Ltd
|
275 | $4,408 | |
| 4 | HLN |
Haleon plc
This page
|
385 | $3,592 | |
| 5 | TEVA |
Teva Pharmaceutical Industries Ltd
|
106 | $3,591 | |
| 6 | VTRS |
Viatris Inc
|
197 | $3,128 | |
| 7 | SUPN |
Supernus Pharmaceuticals, Inc.
|
45 | $2,092 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
39 | $1,352 |
All Filings in HLN
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,592 | 385 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $3,933 | 393 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,698 | 168 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $914 | 102 | Shares | Sole | 2025-10-08 | |
| 2025-03-31 | $1,039 | 101 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $1,984 | 208 | Shares | Sole | 2025-01-15 | |
| No filing history on record for this holder in this stock. | ||||||