Position in HLN
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$162,575
+$161,832 QoQ
Shares Held
17,425
+19261.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#316
of 639 holders
Holding Since
Jun 2024
2 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, 2026Triad Wealth Partners, LLC holds $162,575 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
|
17,425 | $162,575 |
All Filings in HLN
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,575 | 17,425 | Shares | Sole | 2026-08-10 | |
| 2024-06-30 | $743 | 90 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||