Position in HLN
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$411,798
+$62,620 QoQ
Shares Held
44,137
+26.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#211
of 639 holders
Holding Since
Mar 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Legacy Capital Wealth Partners, LLC holds $562,835 across 2 Drug Manufacturers - Specialty & Generic names. HLN ranks #1 (73.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLN |
Haleon plc
This page
|
44,137 | $411,798 | |
| 2 | TRLV |
Trulieve Cannabis Corp.
|
15,365 | $151,037 |
All Filings in HLN
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,798 | 44,137 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $349,178 | 34,883 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $357,277 | 35,339 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $324,570 | 36,184 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $324,083 | 31,252 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $315,018 | 30,614 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $305,871 | 32,062 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $287,543 | 27,178 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $258,166 | 31,255 | Shares | Sole | 2024-08-02 | |
| 2023-09-30 | $193,989 | 23,288 | Shares | Sole | 2023-10-16 | |
| 2023-03-31 | $159,104 | 19,546 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||