Position in HLN
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$9,031
-$758 QoQ
Shares Held
968
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#490
of 639 holders
Holding Since
Mar 2023
14 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, 2026CALDWELL SUTTER CAPITAL, INC. holds $142,472 across 6 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (6.3% of the industry book) .
All Filings in HLN
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,031 | 968 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $9,789 | 978 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,200 | 1,009 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $9,050 | 1,009 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,463 | 1,009 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $10,927 | 1,062 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $11,123 | 1,166 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $12,336 | 1,166 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,141 | 1,591 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $23,058 | 2,716 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $28,714 | 3,489 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $37,051 | 4,448 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $71,271 | 8,505 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $36,540 | 4,489 | Shares | Sole | 2023-04-25 | |
| No filing history on record for this holder in this stock. | ||||||