Position in COR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$307,599
-$108,322 QoQ
Shares Held
1,087
-17.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#938
of 1,333 holders
Holding Since
Dec 2023
9 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in COR Over Time
Shares Held
Position Value (USD)
Position in Medical Distribution
Healthcare · as of Jun 30, 2026Compound Planning, Inc. holds $3,523,860 across 4 Medical Distribution names. COR ranks #4 (8.7% of the industry book) .
All Filings in COR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $307,599 | 1,087 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $415,921 | 1,324 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $508,313 | 1,505 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $367,222 | 1,175 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $314,542 | 1,049 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $274,752 | 988 | Shares | Sole | 2025-05-14 | |
| 2024-06-30 | $253,913 | 1,127 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $269,961 | 1,111 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $216,675 | 1,055 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||