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Keystone Financial Planning, Inc.: BEN position timeline

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

Keystone Financial Planning, Inc. held 105,146 BEN shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 105,146 shares
    Change vs previous 13F -624 shares

    0.84% of the 13F portfolio, value $3,377,273.

    13F-HR 0001596906-26-000006 filed by Keystone Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 105,770 shares
    Change vs previous 13F -116 shares

    0.91% of the 13F portfolio, value $3,518,985.

    13F-HR 0001596906-26-000004 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 105,886 shares
    Change vs previous 13F +2,344 shares

    0.67% of the 13F portfolio, value $2,501,039.

    13F-HR 0001596906-26-000003 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 103,542 shares
    Change vs previous 13F -2,168 shares

    0.72% of the 13F portfolio, value $2,473,630.

    13F-HR 0001596906-26-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 105,710 shares
    Change vs previous 13F 0 shares

    0.71% of the 13F portfolio, value $2,445,084.

    13F-HR 0001596906-25-000011 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 105,710 shares
    Change vs previous 13F -2,284 shares

    0.76% of the 13F portfolio, value $2,521,195.

    13F-HR 0001596906-25-000007 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 107,994 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,078,875.

    13F-HR 0001596906-25-000002 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 107,994 shares
    Change vs previous 13F not available

    0.68% of the 13F portfolio, value $2,191,188.

    13F-HR 0001596906-25-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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