PDS Planning, Inc

Position in HLN — Haleon plc

CIK 838618 DUBLIN, OH

Position in HLN

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$244,408

+$77,702 QoQ

Shares Held

26,196

+57.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#93

of 325 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

PDS Planning, Inc holds $1,750,619 across 5 Drug Manufacturers - Specialty & Generic names. HLN ranks #4 (14.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RDY	Dr Reddys Laboratories Ltd	62,103	$899,872
2	TEVA	Teva Pharmaceutical Industries Ltd	8,116	$274,970
3	TAK	Takeda Pharmaceutical Co Ltd	17,116	$274,369
4	HLN	Haleon plc This page	26,196	$244,408
5	AKBA	Akebia Therapeutics, Inc.	50,000	$57,000

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,408	26,196	+57.3%	Shares	Sole	2026-08-05
2026-03-31	$166,706	16,654	0.0%	Shares	Sole	2026-04-22
2025-12-31	$168,371	16,654	-10.1%	Shares	Sole	2026-01-26
2025-09-30	$166,106	18,518	-27.2%	Shares	Sole	2025-10-21
2025-06-30	$263,823	25,441	+17.5%	Shares	Sole	2025-07-24
2025-03-31	$222,727	21,645	+8.0%	Shares	Sole	2025-04-24
2024-12-31	$191,248	20,047	+22.2%	Shares	Sole	2025-02-10
2024-09-30	$173,607	16,409	+17.5%	Shares	Sole	2024-10-30
2024-06-30	$115,359	13,966	+9.3%	Shares	Sole	2024-08-08
2024-03-31	$108,502	12,780	-1.8%	Shares	Sole	2024-05-01
2023-12-31	$107,121	13,016	+5.0%	Shares	Sole	2024-02-01
2023-09-30	$103,258	12,396	+9.9%	Shares	Sole	2023-10-23
2023-06-30	$94,559	11,284	0.0%	Shares	Sole	2023-07-21
2023-03-31	$91,851	11,284	—	Shares	Sole	2023-05-02
No filing history on record for this holder in this stock.