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Keener Financial Planning LLC: ITOT position timeline

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

Keener Financial Planning LLC held 9,760 ITOT 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 9,760 shares
    Change vs previous 13F +3,342 shares

    0.57% of the 13F portfolio, value $1,603,000.

    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 6,418 shares
    Change vs previous 13F +582 shares

    0.38% of the 13F portfolio, value $914,000.

    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 5,836 shares
    Change vs previous 13F 0 shares

    0.37% of the 13F portfolio, value $867,000.

    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 5,836 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $850,000.

    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 5,836 shares
    Change vs previous 13F +4,437 shares

    0.39% of the 13F portfolio, value $788,000.

    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 1,399 shares
    Change vs previous 13F -4,437 shares

    0.11% of the 13F portfolio, value $170,000.

    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 5,836 shares
    Change vs previous 13F -294 shares

    0.44% of the 13F portfolio, value $750,000.

    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 6,130 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $770,000.

    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).