Position in HLN
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$272,715
-$20,287 QoQ
Shares Held
29,230
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#245
of 639 holders
Holding Since
Dec 2022
15 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, 2026DEFINED WEALTH MANAGEMENT, LLC holds $272,715 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
|
29,230 | $272,715 |
All Filings in HLN
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $272,715 | 29,230 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $293,002 | 29,271 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $295,586 | 29,237 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $263,583 | 29,385 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $305,749 | 29,484 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $301,764 | 29,326 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $279,655 | 29,314 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $309,062 | 29,212 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $241,125 | 29,192 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $246,286 | 29,009 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $225,658 | 27,419 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $205,092 | 24,621 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $205,921 | 24,573 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $199,959 | 24,565 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $196,520 | 24,565 | Shares | Sole | 2023-01-23 | |
| No filing history on record for this holder in this stock. | ||||||