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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

CON holding history

Concentra Group Holdings Parent, Inc. in every 13F filed by Cornerstone Planning Group LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CON overviewAll 13F holders of CONFull Q2 2026 holdings

Shares (Q2 2026)
58
Value
$1.81K
% of portfolio
<0.1%
Quarters held
6
Since Q1 2025
Holdings of CON by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202658$1.81K<0.1%00.0%UnchangedHolders
Q1 202658$1.32K<0.1%00.0%UnchangedHolders
Q4 202558$1.24K<0.1%+1+1.8%AddedHolders
Q3 202557$1.15K<0.1%00.0%UnchangedHolders
Q2 202557$1.13K<0.1%−63−52.5%ReducedHolders
Q1 2025120$2.51K<0.1%+120NewHolders