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Disclosery

Keystone Financial Planning, Inc.: HLN position timeline

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

Keystone Financial Planning, Inc. held 48,842 HLN 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 48,842 shares
    Change vs previous 13F -303 shares

    0.11% of the 13F portfolio, value $439,579.

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

  2. period ended2026-06-30
    13F 49,145 shares
    Change vs previous 13F -3,360 shares

    0.12% of the 13F portfolio, value $458,519.

    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 52,505 shares
    Change vs previous 13F -1,861 shares

    0.14% of the 13F portfolio, value $525,571.

    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 54,366 shares
    Change vs previous 13F -168,476 shares

    0.16% of the 13F portfolio, value $549,636.

    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 222,842 shares
    Change vs previous 13F -808 shares

    0.58% of the 13F portfolio, value $1,998,896.

    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 223,650 shares
    Change vs previous 13F -1,269 shares

    0.7% of the 13F portfolio, value $2,319,254.

    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 224,919 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,314,420.

    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 224,919 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,145,731.

    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).