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Disclosery

Keystone Financial Planning, Inc.: CME position timeline

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

Keystone Financial Planning, Inc. held 43,310 CME 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 43,310 shares
    Change vs previous 13F +45 shares

    2.81% of the 13F portfolio, value $11,346,354.

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

  2. period ended2026-06-30
    13F 43,265 shares
    Change vs previous 13F +11,228 shares

    2.46% of the 13F portfolio, value $9,554,210.

    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 32,037 shares
    Change vs previous 13F -4 shares

    2.53% of the 13F portfolio, value $9,462,128.

    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 32,041 shares
    Change vs previous 13F +32,041 shares

    2.54% of the 13F portfolio, value $8,749,756.

    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 ended2025-06-30
    13F 0 shares
    Change vs previous 13F -36,055 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 36,055 shares
    Change vs previous 13F +43 shares

    2.85% of the 13F portfolio, value $9,565,031.

    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).

  7. period ended2024-12-31
    13F 36,012 shares
    Change vs previous 13F not available

    2.59% of the 13F portfolio, value $8,363,067.

    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).