Position in HLN
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$190,770
-$879,349 QoQ
Shares Held
20,447
-80.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#292
of 639 holders
Holding Since
Sep 2022
16 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, 2026Clearstead Advisors, LLC holds $1,662,942 across 40 Drug Manufacturers - Specialty & Generic names. HLN ranks #2 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ZTS |
Zoetis Inc.
|
14,233 | $1,022,783 | |
| 2 | HLN |
Haleon plc
This page
|
20,447 | $190,770 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
2,765 | $93,678 | |
| 4 | VTRS |
Viatris Inc
|
4,374 | $69,459 | |
| 5 | NBIX |
Neurocrine Biosciences Inc
|
345 | $58,146 | |
| 6 | ELAN |
Elanco Animal Health Inc
|
2,008 | $49,416 | |
| 7 | RDY |
Dr Reddys Laboratories Ltd
|
3,338 | $48,367 | |
| 8 | HIMS |
Hims & Hers Health, Inc.
|
1,343 | $46,561 |
All Filings in HLN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,770 | 20,447 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,070,119 | 106,905 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $261,313 | 25,847 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $219,235 | 24,441 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $265,160 | 25,570 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $254,080 | 24,692 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $233,462 | 24,472 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $264,351 | 24,986 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $218,881 | 26,499 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $83,847 | 9,876 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,454 | 5,280 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,918 | 4,432 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $37,140 | 4,432 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $28,221 | 3,467 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $27,736 | 3,467 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $31,588 | 5,187 | Shares | Sole | 2022-11-15 | |
| No filing history on record for this holder in this stock. | ||||||