Position in HLN
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$185,993
+$21,759 QoQ
Shares Held
19,935
+21.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#299
of 639 holders
Holding Since
Jun 2024
9 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, 2026Quotient Wealth Partners, LLC holds $185,993 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
|
19,935 | $185,993 |
All Filings in HLN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $185,993 | 19,935 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $164,234 | 16,407 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $153,793 | 15,212 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $149,404 | 16,656 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $167,516 | 16,154 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $191,918 | 18,651 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $260,012 | 27,255 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $357,561 | 33,796 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $237,689 | 28,776 | Shares | Sole | 2024-07-24 | |
| No filing history on record for this holder in this stock. | ||||||