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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

PRVA holding history

Privia Health Group, 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.

PRVA overviewAll 13F holders of PRVAFull Q2 2026 holdings

Shares (Q2 2026)
230
Value
$5.83K
% of portfolio
<0.1%
Quarters held
13
Since Q2 2023
Holdings of PRVA by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026230$5.83K<0.1%00.0%UnchangedHolders
Q1 2026230$5.59K<0.1%00.0%UnchangedHolders
Q4 2025230$5.24K<0.1%+207+900.0%AddedHolders
Q3 202523$551<0.1%−137−85.6%ReducedHolders
Q2 2025160$3.11K<0.1%−24−13.0%ReducedHolders
Q1 2025184$4.30K<0.1%+24+15.0%AddedHolders
Q4 2024160$3.66K<0.1%00.0%UnchangedHolders
Q3 2024160$2.88K<0.1%00.0%UnchangedHolders
Q2 2024160$3.08K<0.1%−213−57.1%ReducedHolders
Q1 2024373$6.99K<0.1%−56−13.1%ReducedHolders
Q4 2023429$9.88K<0.1%+60+16.3%AddedHolders
Q3 2023369$8.49K<0.1%−170−31.5%ReducedHolders
Q2 2023539$14.1K<0.1%–No prior filingHolders