Pinnacle Wealth Planning Services, Inc.
Position in HSTM — Healthstream Inc
CIK 1726752
MANSFIELD, OH
Position in HSTM
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$48,995
+$25,572 QoQ
Shares Held
1,798
+59.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#156
of 218 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in HSTM Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Pinnacle Wealth Planning Services, Inc. holds $861,626 across 18 Health Information Services names. HSTM ranks #6 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TXG |
10x Genomics, Inc.
|
4,011 | $153,781 | |
| 2 | BTSG |
BrightSpring Health Services, Inc.
|
2,166 | $151,056 | |
| 3 | HNGE |
Hinge Health, Inc.
|
835 | $69,305 | |
| 4 | OMCL |
Omnicell, Inc.
|
1,655 | $68,715 | |
| 5 | EVH |
Evolent Health, Inc.
|
12,037 | $65,240 | |
| 6 | HSTM |
Healthstream Inc
This page
|
1,798 | $48,995 | |
| 7 | PRVA |
Privia Health Group, Inc.
|
1,808 | $46,519 | |
| 8 | VEEV |
Veeva Systems Inc
|
258 | $45,787 |
All Filings in HSTM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,995 | 1,798 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $23,423 | 1,131 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $24,292 | 1,053 | Shares | Sole | 2026-02-13 | |
| 2020-12-31 | $57,177 | 2,618 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||