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Keystone Financial Planning, Inc.: IBM position timeline

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

Keystone Financial Planning, Inc. held 8,326 IBM 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 8,326 shares
    Change vs previous 13F -193 shares

    0.45% of the 13F portfolio, value $1,831,027.

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

  2. period ended2026-06-30
    13F 8,519 shares
    Change vs previous 13F 0 shares

    0.62% of the 13F portfolio, value $2,395,628.

    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 8,519 shares
    Change vs previous 13F 0 shares

    0.55% of the 13F portfolio, value $2,064,920.

    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 8,519 shares
    Change vs previous 13F +17 shares

    0.73% of the 13F portfolio, value $2,523,413.

    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 8,502 shares
    Change vs previous 13F -74 shares

    0.7% of the 13F portfolio, value $2,398,924.

    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 8,576 shares
    Change vs previous 13F -398 shares

    0.76% of the 13F portfolio, value $2,528,033.

    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 8,974 shares
    Change vs previous 13F -835 shares

    0.66% of the 13F portfolio, value $2,231,475.

    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 9,809 shares
    Change vs previous 13F not available

    0.67% of the 13F portfolio, value $2,156,312.

    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).