Keener Financial Planning LLC: SPSB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keener Financial Planning LLC on SPSB, newest first. How the timeline and the estimate are built.
Keener Financial Planning LLC held 6,916 SPSB shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 6,916 sharesChange vs previous 13F +156 shares
0.07% of the 13F portfolio, value $207,000.
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 6,760 sharesChange vs previous 13F +6,760 shares
0.09% of the 13F portfolio, value $203,000.
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 0 sharesChange vs previous 13F -7,800 shares
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).
Exited: the 13F for this period no longer lists the position.
- period ended2025-09-3013F 7,800 sharesChange vs previous 13F +292 shares
0.11% of the 13F portfolio, value $236,000.
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 7,508 sharesChange vs previous 13F -1,142 shares
0.11% of the 13F portfolio, value $226,000.
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 8,650 sharesChange vs previous 13F -213 shares
0.17% of the 13F portfolio, value $260,000.
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 8,863 sharesChange vs previous 13F +886 shares
0.16% of the 13F portfolio, value $264,000.
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 7,977 sharesChange vs previous 13F not available
0.16% of the 13F portfolio, value $241,000.
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).