Skip to content
Disclosery

Keener Financial Planning LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keener Financial Planning LLC on AVGO, newest first. How the timeline and the estimate are built.

Keener Financial Planning LLC held 876 AVGO shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 876 shares
    Change vs previous 13F +215 shares

    0.12% of the 13F portfolio, value $330,000.

    13F-HR 0002004495-26-000003 filed by Keener Financial Planning LLC
    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 661 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $204,000.

    13F-HR 0002004495-26-000002 filed by Keener Financial Planning LLC
    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 661 shares
    Change vs previous 13F +431 shares

    0.1% of the 13F portfolio, value $228,000.

    13F-HR 0002004495-26-000001 filed by Keener Financial Planning LLC
    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 230 shares
    Change vs previous 13F -660 shares

    0.03% of the 13F portfolio, value $75,000.

    13F-HR 0002004495-25-000002 filed by Keener Financial Planning LLC
    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 890 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $245,000.

    13F-HR 0001907157-25-000035 filed by Keener Financial Planning LLC
    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 890 shares
    Change vs previous 13F +230 shares

    0.1% of the 13F portfolio, value $149,000.

    13F-HR 0001842974-25-000005 filed by Keener Financial Planning LLC
    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 660 shares
    Change vs previous 13F 0 shares

    0.09% of the 13F portfolio, value $153,000.

    13F-HR 0001907157-25-000004 filed by Keener Financial Planning LLC
    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 660 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $113,000.

    13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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