Position in HLN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$458,522
-$67,053 QoQ
Shares Held
49,145
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#202
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, 2026Keystone Financial Planning, Inc. holds $458,522 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
|
49,145 | $458,522 |
All Filings in HLN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,522 | 49,145 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $525,575 | 52,505 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $549,640 | 54,366 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,998,892 | 222,842 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $2,319,250 | 223,650 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,314,416 | 224,919 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $2,145,727 | 224,919 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,446,529 | 231,241 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $1,911,719 | 231,443 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,967,540 | 231,748 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $1,942,024 | 235,969 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,966,429 | 236,066 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,008,761 | 239,709 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $1,929,318 | 237,017 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $1,899,752 | 237,469 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $1,454,523 | 238,838 | Shares | Sole | 2022-10-12 | |
| No filing history on record for this holder in this stock. | ||||||