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Disclosery

Keener Financial Planning LLC: SPYV position timeline

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

Keener Financial Planning LLC held 53,193 SPYV 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 53,193 shares
    Change vs previous 13F -6,725 shares

    1.16% of the 13F portfolio, value $3,233,000.

    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 59,918 shares
    Change vs previous 13F -92 shares

    1.42% of the 13F portfolio, value $3,390,000.

    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 60,010 shares
    Change vs previous 13F -3,435 shares

    1.47% of the 13F portfolio, value $3,409,000.

    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 63,445 shares
    Change vs previous 13F -8,777 shares

    1.63% of the 13F portfolio, value $3,510,000.

    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 72,222 shares
    Change vs previous 13F +4,874 shares

    1.88% of the 13F portfolio, value $3,780,000.

    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 67,348 shares
    Change vs previous 13F -6,046 shares

    2.24% of the 13F portfolio, value $3,439,000.

    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 73,394 shares
    Change vs previous 13F +7,588 shares

    2.22% of the 13F portfolio, value $3,753,000.

    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 65,806 shares
    Change vs previous 13F not available

    2.28% of the 13F portfolio, value $3,478,000.

    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).