Position in HLN
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$208,572
-$15,201 QoQ
Shares Held
22,355
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#272
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, 2026LIGHTHOUSE FINANCIAL SERVICES INC /ADV holds $208,572 across 1 Drug Manufacturers - Specialty & Generic name. HLN ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
22,355 | $208,572 |
All Filings in HLN
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,572 | 22,355 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $223,773 | 22,355 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $226,009 | 22,355 | Shares | Sole | 2026-02-03 | |
| No filing history on record for this holder in this stock. | ||||||