Keener Financial Planning LLC: SPEM position timeline

Keener Financial Planning LLC held 8,832 SPEM 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 8,832 shares

   Change vs previous 13F -931 shares

   0.16% of the 13F portfolio, value $457,000.

   13F-HR 0002004495-26-000003 filed by Keener Financial Planning LLC
   Filed 2026-07-31 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 9,763 shares

   Change vs previous 13F 0 shares

   0.19% of the 13F portfolio, value $457,000.

   13F-HR 0002004495-26-000002 filed by Keener Financial Planning LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 9,763 shares

   Change vs previous 13F -1,192 shares

   0.2% of the 13F portfolio, value $457,000.

   13F-HR 0002004495-26-000001 filed by Keener Financial Planning LLC
   Filed 2026-01-23 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 10,955 shares

   Change vs previous 13F -35 shares

   0.24% of the 13F portfolio, value $512,000.

   13F-HR 0002004495-25-000002 filed by Keener Financial Planning LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,990 shares

   Change vs previous 13F -960 shares

   0.23% of the 13F portfolio, value $469,000.

   13F-HR 0001907157-25-000035 filed by Keener Financial Planning LLC
   Filed 2025-07-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 11,950 shares

   Change vs previous 13F +17 shares

   0.31% of the 13F portfolio, value $470,000.

   13F-HR 0001842974-25-000005 filed by Keener Financial Planning LLC
   Filed 2025-05-09 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 11,933 shares

   Change vs previous 13F -1,257 shares

   0.27% of the 13F portfolio, value $457,000.

   13F-HR 0001907157-25-000004 filed by Keener Financial Planning LLC
   Filed 2025-01-29 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 13,190 shares

   Change vs previous 13F not available

   0.36% of the 13F portfolio, value $544,000.

   13F-HR 0001792704-24-000017 filed by Keener Financial Planning LLC
   Filed 2024-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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