Position in HLN
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$185,554
-$13,524 QoQ
Shares Held
19,888
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.23%
of 13F equity value
Holder Rank
#300
of 639 holders
Holding Since
Jun 2024
9 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, 2026Beacon Financial Strategies CORP holds $202,259 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (91.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
19,888 | $185,554 | |
| 2 | VTRS |
Viatris Inc
|
1,052 | $16,705 |
All Filings in HLN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,554 | 19,888 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $199,078 | 19,888 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $201,067 | 19,888 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $178,395 | 19,888 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $206,238 | 19,888 | Shares | Sole | 2025-09-25 | |
| 2025-03-31 | $204,647 | 19,888 | Shares | Sole | 2025-09-25 | |
| 2024-12-31 | $189,731 | 19,888 | Shares | Sole | 2025-09-25 | |
| 2024-09-30 | $210,415 | 19,888 | Shares | Sole | 2025-09-25 | |
| 2024-06-30 | $164,167 | 19,875 | Shares | Sole | 2025-09-25 | |
| No filing history on record for this holder in this stock. | ||||||