Position in AVTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$920
+$419 QoQ
Shares Held
93
+45.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#424
of 457 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AVTR Over Time
Shares Held
Position Value (USD)
Position in Medical Instruments & Supplies
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $224,786 across 17 Medical Instruments & Supplies names. AVTR ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ISRG |
Intuitive Surgical Inc
|
185 | $73,570 | |
| 2 | WST |
West Pharmaceutical Services Inc
|
104 | $37,336 | |
| 3 | LMAT |
Lemaitre Vascular Inc
|
333 | $31,954 | |
| 4 | BDX |
Becton Dickinson & Co
|
152 | $23,002 | |
| 5 | ALC |
Alcon Inc
|
204 | $13,688 | |
| 6 | COO |
Cooper Companies, Inc.
|
143 | $10,254 | |
| 7 | RMD |
Resmed Inc
|
46 | $8,964 | |
| 8 | SOLV |
Solventum Corp
|
101 | $7,792 |
All Filings in AVTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $920 | 93 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $501 | 64 | Shares | Sole | 2026-05-06 | |
| 2025-09-30 | $499 | 40 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $592 | 44 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $988 | 61 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $948 | 45 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,164 | 45 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $954 | 45 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||