Pinnacle Wealth Planning Services »

HealthStream shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of HealthStream (HSTM) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in HealthStream

Tip: Access up to 7 years of quarterly data

All positions including HealthStream held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in HealthStream by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $24k 1.1k 23.07
2020-12-31 $105k 2.6k 40.00

More positions owned by Pinnacle Wealth Planning Services

Vaneck Etf Trust Ig Floating Rate (FLTR)
Spdr Series Trust State Street Spd (SPSM)
Energy Transfer Com Ut Ltd Ptn (ET)
Spdr Series Trust State Street Spd (SPYV)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPAB)
NVIDIA Corporation (NVDA)
Spdr Series Trust State Street Spd (SPYG)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Ishares Tr Eafe Value Etf (EFV)
Alphabet Cap Stk Cl A (GOOGL)
Ssga Active Tr State Street Dou (EMTL)
Tesla Motors (TSLA)

View all positions for Pinnacle Wealth Planning Services

Top funds holding HealthStream

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Copeland Capital Management
Acadian Asset Management
Geode Capital Management
Renaissance Technologies
Punch & Associates Investment Management
Jpmorgan Chase & Co
First Eagle Investment Management
Northern Trust
Robeco Institutional Asset Management B V
Stephens Investment Management Group
Arrowstreet Capital, Limited Partnership

View all funds holding HealthStream