Position in HLN
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$7,464
-$544 QoQ
Shares Held
800
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#509
of 639 holders
Holding Since
Dec 2024
6 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, 2026VSM Wealth Advisory, LLC holds $15,319 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (48.7% of the industry book) .
All Filings in HLN
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,464 | 800 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $8,008 | 800 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $7,176 | 800 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $8,296 | 800 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $8,232 | 800 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $7,632 | 800 | Shares | Sole | 2025-02-11 | |
| No filing history on record for this holder in this stock. | ||||||