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Disclosery

Keystone Financial Planning, Inc.: DEO position timeline

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

Keystone Financial Planning, Inc. held 0 DEO shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -87,558 shares

    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).

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

  2. period ended2025-12-31
    13F 87,558 shares
    Change vs previous 13F +503 shares

    2.19% of the 13F portfolio, value $7,553,629.

    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).

  3. period ended2025-09-30
    13F 87,055 shares
    Change vs previous 13F not available

    2.41% of the 13F portfolio, value $8,307,659.

    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).