Cornerstone Financial Management LLC

SEC CIK: 0002110329
Latest filing: Aug 28, 2026

SEC filings (opens in a new tab)

SMPL holding history

Simply Good Foods Co in every 13F filed by Cornerstone Financial Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

SMPL overview All 13F holders of SMPL Full Q2 2026 holdings

Shares (Q2 2026): 94
Value: $1.25K
% of portfolio: <0.1%
Quarters held: 2; Since Q4 2025

Holdings of SMPL by Cornerstone Financial Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	94	$1.25K	<0.1%	+94	New	Holders
Q1 2026	0	$0	0.0%	−26−100.0%	Sold out	Holders
Q4 2025	26	$522	<0.1%	–	No prior filing	Holders