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Equibles

Cornerstone Planning Group LLC

Position in TDOC — Teladoc Health, Inc.

CIK 1822587 FAIRFIELD, NJ
Back to TDOC Full portfolio

Position in TDOC

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$424
+$152 QoQ
Shares Held
50
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#317
of 348 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in TDOC Over Time

Shares Held

Position Value (USD)

Position in Health Information Services

Healthcare · as of Jun 30, 2026

Cornerstone Planning Group LLC holds $49,785 across 8 Health Information Services names. TDOC ranks #6 (0.9% 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.
This page 		50 $424
7 PHR
Phreesia, Inc.
 41 $421
8 DOCS
Doximity, Inc.
 3 $62

All Filings in TDOC

Export CSV
14 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $424 50
2026-03-31 $272 50
2025-12-31 $350 50
2025-09-30 $1,538 199
2025-06-30 $766 88
2025-03-31 $700 88
2024-12-31 $799 88
2024-09-30 $807 88
2024-06-30 $860 88
2024-03-31 $1,328 88
2023-12-31 $1,896 88
2023-09-30 $1,635 88
2023-06-30 $2,228 88
2022-12-31 $2,081 88