Position in HLN
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,866
-$136 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#575
of 639 holders
Holding Since
Jun 2025
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, 2026Harbor Asset Planning, Inc. holds $6,378 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (29.3% 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 | $1,866 | 200 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $2,002 | 200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $2,022 | 200 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,794 | 200 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $2,074 | 200 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||