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Keystone Financial Planning, Inc.: PEG position timeline

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

Keystone Financial Planning, Inc. held 4,983 PEG 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 4,983 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $335,555.

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

  2. period ended2026-06-30
    13F 4,983 shares
    Change vs previous 13F -279 shares

    0.1% of the 13F portfolio, value $404,420.

    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 5,262 shares
    Change vs previous 13F -144 shares

    0.11% of the 13F portfolio, value $425,959.

    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 5,406 shares
    Change vs previous 13F +167 shares

    0.13% of the 13F portfolio, value $434,102.

    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 5,239 shares
    Change vs previous 13F -294 shares

    0.13% of the 13F portfolio, value $437,247.

    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 5,533 shares
    Change vs previous 13F -48 shares

    0.14% of the 13F portfolio, value $465,768.

    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 5,581 shares
    Change vs previous 13F -18 shares

    0.14% of the 13F portfolio, value $459,316.

    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 5,599 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $473,060.

    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).