Position in HLN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$135,630
-$13,739 QoQ
Shares Held
14,537
-2.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#341
of 640 holders
Holding Since
Jun 2025
4 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, 2026SAGESPRING WEALTH PARTNERS, LLC holds $689,558 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (19.7% of the industry book) .
All Filings in HLN
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,630 | 14,537 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $149,369 | 14,922 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $132,046 | 13,061 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $171,747 | 16,562 | Shares | Sole | 2025-07-28 | |
| No filing history on record for this holder in this stock. | ||||||