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Disclosery

Keystone Financial Planning, Inc.: BTI position timeline

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

Keystone Financial Planning, Inc. held 163,906 BTI 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 163,906 shares
    Change vs previous 13F -1,367 shares

    2.21% of the 13F portfolio, value $8,916,492.

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

  2. period ended2026-06-30
    13F 165,273 shares
    Change vs previous 13F -1,976 shares

    2.63% of the 13F portfolio, value $10,207,267.

    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 167,249 shares
    Change vs previous 13F 0 shares

    2.61% of the 13F portfolio, value $9,779,055.

    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 167,249 shares
    Change vs previous 13F -3,806 shares

    2.75% of the 13F portfolio, value $9,469,644.

    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 171,055 shares
    Change vs previous 13F -563 shares

    2.64% of the 13F portfolio, value $9,079,605.

    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 171,618 shares
    Change vs previous 13F -1,126 shares

    2.46% of the 13F portfolio, value $8,122,685.

    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 172,744 shares
    Change vs previous 13F -98 shares

    2.13% of the 13F portfolio, value $7,146,423.

    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 172,842 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $6,277,625.

    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).