Pinnacle Holdings, LLC

Position in HELE — Helen Of Troy Ltd

CIK 1411784 TULSA, OK

Position in HELE

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,343,216

+$1,185,665 QoQ

Shares Held

80,606

+0.4% QoQ

Ownership

0.346%

of shares outstanding

% of Portfolio

1.59%

of 13F equity value

Holder Rank

#48

of 199 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Pinnacle Holdings, LLC holds $4,032,642 across 3 Household & Personal Products names. HELE ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HELE	Helen Of Troy Ltd This page	80,606	$2,343,216
2	PG	PROCTER & GAMBLE Co	11,192	$1,641,194
3	NUS	Nu Skin Enterprises, Inc.	9,135	$48,232

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,343,216	80,606	+0.4%	Shares	Sole	2026-08-12
2026-03-31	$1,157,551	80,274	+18.1%	Shares	Sole	2026-05-08
2025-12-31	$1,444,702	67,986	—	Shares	Sole	2026-02-12
No filing history on record for this holder in this stock.