Position in HLN
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$120,160
-$2,150 QoQ
Shares Held
12,004
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Mar 31, 2026Pinnacle Wealth Planning Services, Inc. holds $2,221,462 across 32 Drug Manufacturers - Specialty & Generic names. HLN ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TEVA |
Teva Pharmaceutical Industries Ltd
|
12,946 | $389,933 | |
| 2 | RDY |
Dr Reddys Laboratories Ltd
|
24,068 | $333,341 | |
| 3 | ELAN |
Elanco Animal Health Inc
|
10,366 | $248,058 | |
| 4 | ZTS |
Zoetis Inc.
|
1,385 | $163,720 | |
| 5 | SUPN |
Supernus Pharmaceuticals, Inc.
|
3,107 | $160,600 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
6,596 | $122,157 | |
| 7 | BCRX |
Biocryst Pharmaceuticals Inc
|
12,778 | $121,646 | |
| 8 | HLN |
Haleon plc
This page
|
12,004 | $120,160 |
All Filings in HLN
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $120,160 | 12,004 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $122,310 | 12,098 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $93,135 | 10,383 | Shares | Sole | 2025-11-13 | |
| No filing history on record for this holder in this stock. | ||||||