Position in DOCS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$62
-$683 QoQ
Shares Held
3
-90.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 358 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DOCS Over Time
Shares Held
Position Value (USD)
Position in Health Information Services
Healthcare · as of Jun 30, 2026Cornerstone Planning Group LLC holds $49,785 across 8 Health Information Services names. DOCS ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VEEV |
Veeva Systems Inc
|
120 | $21,296 | |
| 2 | HSTM |
Healthstream Inc
|
586 | $15,968 | |
| 3 | PRVA |
Privia Health Group, Inc.
|
230 | $5,917 | |
| 4 | TEM |
Tempus AI, Inc.
|
60 | $3,475 | |
| 5 | SPOK |
Spok Holdings, Inc
|
217 | $2,222 | |
| 6 | TDOC |
Teladoc Health, Inc.
|
50 | $424 | |
| 7 | PHR |
Phreesia, Inc.
|
41 | $421 | |
| 8 | DOCS |
Doximity, Inc.
This page
|
3 | $62 |
All Filings in DOCS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $62 | 3 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $745 | 32 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $88 | 2 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $14,849 | 203 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,987 | 65 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,829 | 66 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $2,455 | 46 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,004 | 46 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,286 | 46 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,237 | 46 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $3,505 | 125 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $976 | 46 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,564 | 46 | Shares | Sole | 2023-08-15 | |
| 2022-12-31 | $704 | 21 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||