Position in HLN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$208,506
-$228,820 QoQ
Shares Held
22,348
-48.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#273
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, 2026Heritage Family Offices, LLP holds $208,506 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
|
22,348 | $208,506 |
All Filings in HLN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,506 | 22,348 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $437,326 | 43,689 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $722,683 | 71,482 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $704,979 | 78,593 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $849,427 | 81,912 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $842,874 | 81,912 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $871,135 | 91,314 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $899,331 | 85,003 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $700,472 | 84,803 | Shares | Sole | 2024-08-01 | |
| No filing history on record for this holder in this stock. | ||||||