HB Wealth Management, LLC

Position in HLN — Haleon plc

CIK 1911253 Atlanta, GA

Position in HLN

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,243,007

-$141,095 QoQ

Shares Held

133,227

-3.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#130

of 639 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

HB Wealth Management, LLC holds $9,010,122 across 12 Drug Manufacturers - Specialty & Generic names. HLN ranks #3 (13.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ZTS	Zoetis Inc.	38,820	$2,789,605
2	UTHR	UNITED THERAPEUTICS Corp	2,331	$1,263,005
3	HLN	Haleon plc This page	133,227	$1,243,007
4	NBIX	Neurocrine Biosciences Inc	7,323	$1,234,218
5	VTRS	Viatris Inc	58,985	$936,681
6	TEVA	Teva Pharmaceutical Industries Ltd	8,693	$294,518
7	RDY	Dr Reddys Laboratories Ltd	19,136	$277,280
8	ELAN	Elanco Animal Health Inc	11,108	$273,367

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,243,007	133,227	-3.6%	Shares	Sole	2026-07-29
2026-03-31	$1,384,102	138,272	+3.5%	Shares	Sole	2026-04-27
2025-12-31	$1,350,503	133,581	+4.6%	Shares	Sole	2026-01-28
2025-09-30	$1,145,684	127,724	-5.2%	Shares	Sole	2025-10-23
2025-06-30	$1,397,834	134,796	+47.2%	Shares	Sole	2025-07-17
2025-03-31	$942,502	91,594	+42.2%	Shares	Sole	2025-05-07
2024-12-31	$614,395	64,402	+27.1%	Shares	Sole	2025-01-15
2024-09-30	$535,972	50,659	+393.4%	Shares	Sole	2024-10-15
2024-06-30	$84,805	10,267	0.0%	Shares	Sole	2024-07-26
2024-03-31	$87,166	10,267	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.