Position in PHR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$421
+$78 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#220
of 225 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in PHR 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. PHR ranks #7 (0.8% 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.
This page
|
41 | $421 | |
| 8 | DOCS |
Doximity, Inc.
|
3 | $62 |
All Filings in PHR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $421 | 41 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $343 | 41 | Shares | Sole | 2026-05-06 | |
| No filing history on record for this holder in this stock. | ||||||