Position in HLN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$3,312
-$241 QoQ
Shares Held
355
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#546
of 639 holders
Holding Since
Dec 2025
3 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, 2026Birchwood Financial Partners, Inc. holds $6,281 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
355 | $3,312 | |
| 2 | VTRS |
Viatris Inc
|
187 | $2,969 |
All Filings in HLN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,312 | 355 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $3,553 | 355 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,589 | 355 | Shares | Sole | 2026-02-19 | |
| No filing history on record for this holder in this stock. | ||||||