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Keener Financial Planning LLC: VCSH position timeline

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

Keener Financial Planning LLC held 10,975 VCSH 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 10,975 shares
    Change vs previous 13F +3,285 shares

    0.31% of the 13F portfolio, value $867,000.

    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 7,690 shares
    Change vs previous 13F -916 shares

    0.26% of the 13F portfolio, value $609,000.

    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 8,606 shares
    Change vs previous 13F +716 shares

    0.3% of the 13F portfolio, value $686,000.

    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 7,890 shares
    Change vs previous 13F +379 shares

    0.29% of the 13F portfolio, value $630,000.

    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 7,511 shares
    Change vs previous 13F +322 shares

    0.3% of the 13F portfolio, value $597,000.

    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 7,189 shares
    Change vs previous 13F -155 shares

    0.37% of the 13F portfolio, value $567,000.

    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 7,344 shares
    Change vs previous 13F +1,410 shares

    0.34% of the 13F portfolio, value $572,000.

    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 5,934 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $471,000.

    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).