Position in HLN
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$703,146
-$43,660 QoQ
Shares Held
75,364
+1.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#166
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, 2026BAKER TILLY WEALTH MANAGEMENT, LLC holds $703,146 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
|
75,364 | $703,146 |
All Filings in HLN
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703,146 | 75,364 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $746,806 | 74,606 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $767,530 | 75,918 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $652,226 | 72,712 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $683,818 | 65,942 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $695,552 | 67,595 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $642,843 | 67,384 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $627,446 | 59,305 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $407,366 | 49,318 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $525,259 | 61,868 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $271,499 | 32,989 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $258,929 | 31,084 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $358,848 | 42,822 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $350,532 | 43,063 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $456,312 | 57,039 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $285,018 | 46,801 | Shares | Sole | 2022-10-20 | |
| No filing history on record for this holder in this stock. | ||||||