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KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT: SPSM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT on SPSM, newest first. How the timeline and the estimate are built.

KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT held 55,631 SPSM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 55,631 shares
    Change vs previous 13F +102 shares

    0.91% of the 13F portfolio, value $3,208,234.

    13F-HR 0001214659-26-008871 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 55,529 shares
    Change vs previous 13F +324 shares

    0.91% of the 13F portfolio, value $2,683,182.

    13F-HR 0001214659-26-005467 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 55,205 shares
    Change vs previous 13F +264 shares

    0.9% of the 13F portfolio, value $2,586,915.

    13F-HR 0001214659-26-000861 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 54,941 shares
    Change vs previous 13F +533 shares

    0.93% of the 13F portfolio, value $2,544,856.

    13F-HR 0001214659-25-015511 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 54,408 shares
    Change vs previous 13F -2,294 shares

    0.93% of the 13F portfolio, value $2,317,762.

    13F-HR 0001214659-25-010956 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 56,702 shares
    Change vs previous 13F -79 shares

    1.04% of the 13F portfolio, value $2,302,086.

    13F-HR 0001214659-25-007390 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 56,781 shares
    Change vs previous 13F -3,989 shares

    1.19% of the 13F portfolio, value $2,550,607.

    13F-HR 0001214659-25-000551 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 60,770 shares
    Change vs previous 13F not available

    1.35% of the 13F portfolio, value $2,765,645.

    13F-HR 0001214659-24-017369 filed by KEELER & NADLER FINANCIAL PLANNING & WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).