Marks Group Wealth Management, Inc

Position in HLN — Haleon plc

CIK 1802473 MINNETONKA, MN

Back to HLN Full portfolio

Position in HLN

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$261,323

-$46,854 QoQ

Shares Held

28,009

-9.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#253

of 639 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 5% Shared 95% None 0%

Common Shares in HLN Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $261,323 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	28,009	$261,323

All Filings in HLN

Export CSV

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$261,323	28,009	-9.0%	Shares	Other	2026-07-28
2026-03-31	$308,177	30,787	-1.1%	Shares	Other	2026-05-05
2025-12-31	$314,794	31,137	-2.8%	Shares	Other	2026-02-11
2025-09-30	$287,380	32,038	-21.5%	Shares	Other	2025-11-10
2025-06-30	$423,147	40,805	-42.7%	Shares	Other	2025-07-22
2025-03-31	$732,842	71,219	-23.9%	Shares	Sole	2025-05-01
2024-12-31	$893,010	93,607	-38.3%	Shares	Other	2025-01-29
2024-09-30	$1,605,387	151,738	-21.9%	Shares	Other	2024-10-30
2024-06-30	$1,603,918	194,179	+6.1%	Shares	Other	2024-08-14
2024-03-31	$1,553,152	182,939	+16.6%	Shares	Other	2024-04-29
2023-12-31	$1,291,237	156,894	+5.2%	Shares	Other	2024-02-01
2023-09-30	$1,242,851	149,202	+29.4%	Shares	Other	2023-10-30
2023-06-30	$966,079	115,284	+40.4%	Shares	Sole	2023-07-19
2023-03-31	$668,489	82,124	+23.9%	Shares	Other	2023-05-03
2022-12-31	$530,192	66,274	+23.6%	Shares	Other	2023-02-06
2022-09-30	$326,551	53,621	—	Shares	Other	2022-11-14
No filing history on record for this holder in this stock.