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EVOLVE PRIVATE WEALTH, LLC

Position in HLN — Haleon plc

CIK 2111131 LOS ANGELES, CA

Position in HLN

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$109,842
-$58,826 QoQ
Shares Held
11,773
-30.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#373
of 640 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 95% Shared 0% None 5%

Common Shares in HLN Over Time

Shares Held

Position Value (USD)

Position in Drug Manufacturers - Specialty & Generic

Healthcare · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $14,662,232 across 14 Drug Manufacturers - Specialty & Generic names. HLN ranks #14 (0.7% of the industry book) .

# Ticker Company Shares Value (USD) Open

All Filings in HLN

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $109,842 11,773
2026-03-31 $168,668 16,850
2025-12-31 $160,101 15,836