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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

SRBK holding history

SR Bancorp, 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.

SRBK overviewAll 13F holders of SRBKFull Q2 2026 holdings

Shares (Q2 2026)
31
Value
$597
% of portfolio
<0.1%
Quarters held
2
Since Q1 2026
Holdings of SRBK by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631$597<0.1%00.0%UnchangedHolders
Q1 202631$573<0.1%+31NewHolders