Position in HLN
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$503,352
+$154,103 QoQ
Shares Held
50,285
+45.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
9 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, 2026Compound Planning, Inc. holds $4,802,613 across 9 Drug Manufacturers - Specialty & Generic names. HLN ranks #5 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TAK |
Takeda Pharmaceutical Co Ltd
|
59,618 | $1,104,125 | |
| 2 | ZTS |
Zoetis Inc.
|
8,576 | $1,013,768 | |
| 3 | VTRS |
Viatris Inc
|
43,142 | $582,848 | |
| 4 | ELAN |
Elanco Animal Health Inc
|
22,891 | $547,781 | |
| 5 | HLN |
Haleon plc
This page
|
50,285 | $503,352 | |
| 6 | TEVA |
Teva Pharmaceutical Industries Ltd
|
11,418 | $343,910 | |
| 7 | UTHR |
UNITED THERAPEUTICS Corp
|
519 | $307,755 | |
| 8 | NBIX |
Neurocrine Biosciences Inc
|
1,776 | $233,969 |
All Filings in HLN
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $503,352 | 50,285 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $349,249 | 34,545 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $304,495 | 33,946 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $365,812 | 35,276 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $347,431 | 33,764 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $323,167 | 33,875 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $238,240 | 22,518 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $125,452 | 15,188 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $89,204 | 10,507 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||