Position in HLN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$18,361
+$8,482 QoQ
Shares Held
1,968
+99.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#449
of 639 holders
Holding Since
Dec 2022
15 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $78,529 across 13 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
1,968 | $18,361 | |
| 2 | XERS |
Xeris Biopharma Holdings, Inc.
|
2,200 | $17,424 | |
| 3 | VTRS |
Viatris Inc
|
960 | $15,244 | |
| 4 | TAK |
Takeda Pharmaceutical Co Ltd
|
535 | $8,576 | |
| 5 | ELAN |
Elanco Animal Health Inc
|
275 | $6,767 | |
| 6 | ZTS |
Zoetis Inc.
|
90 | $6,467 | |
| 7 | TEVA |
Teva Pharmaceutical Industries Ltd
|
65 | $2,202 | |
| 8 | LNTH |
Lantheus Holdings, Inc.
|
16 | $1,775 |
All Filings in HLN
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $18,361 | 1,968 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $9,879 | 987 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $9,978 | 987 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,795 | 1,315 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $12,952 | 1,249 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $15,507 | 1,507 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $9,291 | 974 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $10,304 | 974 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $8,012 | 970 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $8,812 | 1,038 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $8,954 | 1,088 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $8,621 | 1,035 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $8,673 | 1,035 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $8,384 | 1,030 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,624 | 953 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||