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Disclosery

Keystone Financial Planning, Inc.: HDV position timeline

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

Keystone Financial Planning, Inc. held 156,554 HDV 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 156,554 shares
    Change vs previous 13F +61,986 shares

    1.08% of the 13F portfolio, value $4,377,264.

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

  2. period ended2026-06-30
    13F 94,568 shares
    Change vs previous 13F +74,038 shares

    0.67% of the 13F portfolio, value $2,592,123.

    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 20,530 shares
    Change vs previous 13F -7,974 shares

    0.74% of the 13F portfolio, value $2,786,264.

    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 28,504 shares
    Change vs previous 13F -1,100 shares

    1.01% of the 13F portfolio, value $3,466,311.

    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 29,604 shares
    Change vs previous 13F -540 shares

    1.05% of the 13F portfolio, value $3,624,949.

    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 30,144 shares
    Change vs previous 13F -998 shares

    1.07% of the 13F portfolio, value $3,531,914.

    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 31,142 shares
    Change vs previous 13F -570 shares

    1.12% of the 13F portfolio, value $3,771,858.

    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 31,712 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $3,560,045.

    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).