HLN β€” HALEON PLC

Ownership history in DRIVE WEALTH MANAGEMENT, LLC  Β·  10 quarters on record

AI Ownership Summary

DRIVE WEALTH MANAGEMENT, LLC reported HALEON PLC (HLN) in 10 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.21% in 2026 Q1. The latest visible filing shows HLN at 0.21% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this HLN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was DRIVE WEALTH MANAGEMENT, LLC's position in HALEON PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HLN was reported at 0.21% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.21% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How DRIVE WEALTH MANAGEMENT, LLC held HLN β€” position size vs. price
% of Fund (quarterly)    HLN price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 98,513 -384 -0.4% 0.21% $986K 2026-04-14 $9.70
2025 Q4 ADDED 98,897 +88,089 +815.0% 0.20% $1000K 2026-02-04 $10.64
2025 Q3 REDUCED 10,808 -63,709 -85.5% 0.02% $97K 2025-10-31 $9.15
2025 Q2 ADDED 74,517 +60,675 +438.3% 0.17% $773K 2025-07-30 $9.46
2025 Q1 REDUCED 13,842 -3,356 -19.5% 0.03% $142K 2025-05-07 $10.55
2024 Q4 ADDED 17,198 +6,408 +59.4% 0.04% $164K 2025-01-22 $8.94
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About DRIVE WEALTH MANAGEMENT, LLC and HLN

These are the practical questions this page is built to answer before you even open the full history table.

How long has DRIVE WEALTH MANAGEMENT, LLC reported owning HLN?

DRIVE WEALTH MANAGEMENT, LLC reported HLN across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported HLN position in DRIVE WEALTH MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for HLN was 0.21% in 2026 Q1.

What is the latest reported HLN position on this page?

The most recent filing on this page is 2026 Q1, when DRIVE WEALTH MANAGEMENT, LLC reported 98,513 shares, equal to 0.21% of portfolio, with an estimated market value of $986K.

What does the chart on this HLN ownership page compare?

The chart compares DRIVE WEALTH MANAGEMENT, LLC's quarterly HLN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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