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Caldwell Trust Co

SEC CIK
0002080218
Latest filing
Aug 3, 2026

HLN holding history

Haleon plc in every 13F filed by Caldwell Trust Co, 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 Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
11
Since Q3 2022
Holdings of HLN by Caldwell Trust Co, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−30,000−100.0%Sold outHolders
Q1 202530,000$308.7K<0.1%00.0%UnchangedHolders
Q4 202430,000$286.2K<0.1%00.0%UnchangedHolders
Q3 202430,000$317.4K<0.1%00.0%UnchangedHolders
Q2 202430,000$247.8K<0.1%−600−2.0%ReducedHolders
Q1 202430,600$259.8K<0.1%+30,000+5,000.0%AddedHolders
Q4 2023600$4.94K<0.1%00.0%UnchangedHolders
Q3 2023600$5.00K<0.1%−455−43.1%ReducedHolders
Q2 20231,055$8.84K<0.1%00.0%UnchangedHolders
Q1 20231,055$8.59K<0.1%−352−25.0%ReducedHolders
Q4 20221,407$11.3K<0.1%00.0%UnchangedHolders
Q3 20221,407$8.57K<0.1%+1,407NewHolders