FirstPurpose Wealth LLC
- SEC CIK
- 0001913420
- Latest filing
- Apr 23, 2024
HLN holding history
Haleon plc in every 13F filed by FirstPurpose Wealth LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
HLN overviewAll 13F holders of HLNFull Q1 2024 holdings
- Shares (Q1 2024)
- 20,764
- Value
- $169.6K
- % of portfolio
- 0.1%
- Quarters held
- 6
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2024 | 20,764 | $169.6K | 0.1% | +5,301+34.3% | Added | Holders |
| Q4 2023 | 15,463 | $127.3K | <0.1% | +3,101+25.1% | Added | Holders |
| Q3 2023 | 12,362 | $103.0K | <0.1% | +719+6.2% | Added | Holders |
| Q2 2023 | 11,643 | $97.6K | <0.1% | +887+8.2% | Added | Holders |
| Q1 2023 | 10,756 | $87.6K | <0.1% | +90+0.8% | Added | Holders |
| Q4 2022 | 10,666 | $85.3K | <0.1% | +10,666 | New | Holders |