Cornerstone Planning Group LLC

Position in PRVA — Privia Health Group, Inc.

CIK 1822587 FAIRFIELD, NJ

Position in PRVA

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$5,917

+$1,186 QoQ

Shares Held

230

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#262

of 299 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $49,785 across 8 Health Information Services names. PRVA ranks #3 (11.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VEEV	Veeva Systems Inc	120	$21,296
2	HSTM	Healthstream Inc	586	$15,968
3	PRVA	Privia Health Group, Inc. This page	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.	3	$62

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,917	230	0.0%	Shares	Sole	2026-07-29
2026-03-31	$4,731	230	0.0%	Shares	Sole	2026-05-06
2025-12-31	$5,453	230	+900.0%	Shares	Sole	2026-02-02
2025-09-30	$572	23	-85.6%	Shares	Sole	2025-11-04
2025-06-30	$3,680	160	-13.0%	Shares	Sole	2025-08-11
2025-03-31	$4,130	184	+15.0%	Shares	Sole	2025-04-30
2024-12-31	$3,128	160	0.0%	Shares	Sole	2025-01-29
2024-09-30	$2,913	160	0.0%	Shares	Sole	2024-11-05
2024-06-30	$2,780	160	-57.1%	Shares	Sole	2024-08-13
2024-03-31	$7,307	373	-13.1%	Shares	Sole	2024-05-07
2023-12-31	$9,879	429	+16.3%	Shares	Sole	2024-02-12
2023-09-30	$8,487	369	-31.5%	Shares	Sole	2023-11-08
2023-06-30	$14,073	539	—	Shares	Sole	2023-08-15
No filing history on record for this holder in this stock.