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Disclosery

Keener Financial Planning LLC: SPDW position timeline

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

Keener Financial Planning LLC held 97,444 SPDW 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 97,444 shares
    Change vs previous 13F -3,155 shares

    1.76% of the 13F portfolio, value $4,910,000.

    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 100,599 shares
    Change vs previous 13F +136 shares

    1.93% of the 13F portfolio, value $4,592,000.

    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 100,463 shares
    Change vs previous 13F -3,533 shares

    1.93% of the 13F portfolio, value $4,461,000.

    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 103,996 shares
    Change vs previous 13F -197 shares

    2.06% of the 13F portfolio, value $4,449,000.

    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 104,193 shares
    Change vs previous 13F +14,392 shares

    2.1% of the 13F portfolio, value $4,218,000.

    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 89,801 shares
    Change vs previous 13F -14,943 shares

    2.12% of the 13F portfolio, value $3,269,000.

    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 104,744 shares
    Change vs previous 13F +7,503 shares

    2.11% of the 13F portfolio, value $3,574,000.

    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 97,241 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $3,652,000.

    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).