Keener Financial Planning LLC: IEFA position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keener Financial Planning LLC on IEFA, newest first. How the timeline and the estimate are built.
Keener Financial Planning LLC held 7,251 IEFA shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 7,251 sharesChange vs previous 13F +350 shares
0.25% of the 13F portfolio, value $700,000.
13F-HR 0002004495-26-000003 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 6,901 sharesChange vs previous 13F +592 shares
0.26% of the 13F portfolio, value $624,000.
13F-HR 0002004495-26-000002 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 6,309 sharesChange vs previous 13F +2,569 shares
0.24% of the 13F portfolio, value $564,000.
13F-HR 0002004495-26-000001 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,740 sharesChange vs previous 13F +72 shares
0.15% of the 13F portfolio, value $326,000.
13F-HR 0002004495-25-000002 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,668 sharesChange vs previous 13F +865 shares
0.15% of the 13F portfolio, value $306,000.
13F-HR 0001907157-25-000035 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,803 sharesChange vs previous 13F 0 shares
0.14% of the 13F portfolio, value $212,000.
13F-HR 0001842974-25-000005 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,803 sharesChange vs previous 13F +2,803 shares
0.12% of the 13F portfolio, value $196,000.
13F-HR 0001907157-25-000004 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 0 sharesChange vs previous 13F not available
13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.