Position in HLN
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$133,863
+$21,328 QoQ
Shares Held
13,373
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 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 Mar 31, 2026Gibbs Wealth Management holds $1,828,033 across 3 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (7.3% 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 | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $133,863 | 13,373 | Shares | Other | 2026-05-13 | |
| 2025-06-30 | $112,535 | 10,852 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $858,154 | 81,111 | Shares | Other | 2025-11-04 | |
| 2024-06-30 | $148,077 | 17,927 | Shares | Other | 2025-11-04 | |
| 2024-03-31 | $114,470 | 13,483 | Shares | Other | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||