Position in HLN
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$208,506
New position
Shares Held
22,348
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#274
of 639 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Pacific Excel Wealth Advisors, Inc. 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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1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $208,506 | 22,348 | Shares | Sole | 2026-07-06 | |
| No filing history on record for this holder in this stock. | ||||||