Position in HLN
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,371
-$4,394 QoQ
Shares Held
147
-74.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#586
of 639 holders
Holding Since
Dec 2024
5 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, 2026Whipplewood Advisors, LLC holds $9,869 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (13.9% of the industry book) .
All Filings in HLN
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,371 | 147 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $5,765 | 576 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $11,613 | 1,120 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $8,766 | 852 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $10,044 | 1,053 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||