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Endowment Wealth Management, Inc.

Endowment

Position in HLN — Haleon plc

CIK 1904477 APPLETON, WI

Position in HLN

as of Mar 31, 2026 · filed May 8, 2026
Position Value
$100,720
-$2,492 QoQ
Shares Held
10,062
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in HLN Over Time

Shares Held

Position Value (USD)

All Filings in HLN

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $100,720 10,062
2025-12-31 $103,212 10,209
2025-09-30 $100,365 11,189
2025-06-30 $134,156 12,937
2025-03-31 $140,684 13,672
2024-12-31 $124,630 13,064
2024-09-30 $136,873 12,937
2024-06-30 $106,281 12,867
2024-03-31 $99,383 11,706
2023-12-31 $96,340 11,706
2023-09-30 $97,594 11,716