Position in HLN
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$15,898
+$1,354 QoQ
Shares Held
1,704
+17.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#456
of 642 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HLN Over Time
Shares Held
Position Value (USD)
Position in Drug Manufacturers - Specialty & Generic
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $196,510 across 18 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HIMS |
Hims & Hers Health, Inc.
|
1,756 | $60,880 | |
| 2 | PBH |
Prestige Consumer Healthcare Inc.
|
854 | $40,368 | |
| 3 | TEVA |
Teva Pharmaceutical Industries Ltd
|
893 | $30,254 | |
| 4 | ZTS |
Zoetis Inc.
|
230 | $16,527 | |
| 5 | HLN |
Haleon plc
This page
|
1,704 | $15,898 | |
| 6 | TAK |
Takeda Pharmaceutical Co Ltd
|
679 | $10,884 | |
| 7 | VTRS |
Viatris Inc
|
466 | $7,400 | |
| 8 | UTHR |
UNITED THERAPEUTICS Corp
|
7 | $3,792 |
All Filings in HLN
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,898 | 1,704 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $14,544 | 1,453 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $15,225 | 1,506 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $15,293 | 1,705 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $7,933 | 765 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $7,326 | 712 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $6,239 | 654 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $5,321 | 503 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $3,882 | 470 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,130 | 251 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $2,065 | 251 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,090 | 251 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $8,597 | 1,026 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $9,808 | 1,226 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||