B. Riley Wealth Advisors, Inc.

Position in HLN — Haleon plc

CIK 1464811 MEMPHIS, TN

Position in HLN

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$97,032

-$3,838 QoQ

Shares Held

10,400

+3.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#394

of 639 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

B. Riley Wealth Advisors, Inc. holds $1,154,940 across 4 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (8.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTRS	Viatris Inc	31,929	$507,032
2	ZTS	Zoetis Inc.	4,932	$354,413
3	TAK	Takeda Pharmaceutical Co Ltd	12,256	$196,463
4	HLN	Haleon plc This page	10,400	$97,032

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$97,032	10,400	+3.2%	Shares	Sole	2026-07-14
2026-03-31	$100,870	10,077	-3.8%	Shares	Sole	2026-04-27
2025-12-31	$105,871	10,472	-36.1%	Shares	Sole	2026-02-17
2025-09-30	$147,036	16,392	+1.9%	Shares	Sole	2025-10-31
2025-06-30	$166,832	16,088	+9.0%	Shares	Sole	2025-08-19
2024-12-31	$140,762	14,755	-15.7%	Shares	Sole	2025-02-25
2024-09-30	$185,128	17,498	-12.9%	Shares	Sole	2024-12-13
2024-06-30	$166,034	20,101	-31.5%	Shares	Sole	2024-08-19
2024-03-31	$248,960	29,324	+23.2%	Shares	Sole	2024-05-16
2023-12-31	$195,915	23,805	-18.8%	Shares	Sole	2024-03-15
2023-09-30	$244,268	29,324	+2.1%	Shares	Sole	2023-12-01
2023-06-30	$240,631	28,715	-2.2%	Shares	Sole	2023-07-27
2023-03-31	$238,925	29,352	-10.6%	Shares	Sole	2023-05-17
2022-12-31	$262,512	32,814	-3.5%	Shares	Sole	2023-03-15
2022-09-30	$207,181	34,020	—	Shares	Other	2022-11-22
No filing history on record for this holder in this stock.