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Keystone Financial Planning, Inc.: PM position timeline

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

Keystone Financial Planning, Inc. held 25,084 PM 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 25,084 shares
    Change vs previous 13F -160 shares

    1.19% of the 13F portfolio, value $4,786,562.

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

  2. period ended2026-06-30
    13F 25,244 shares
    Change vs previous 13F -10,114 shares

    1.18% of the 13F portfolio, value $4,566,802.

    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 35,358 shares
    Change vs previous 13F -42,566 shares

    1.56% of the 13F portfolio, value $5,846,174.

    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 77,924 shares
    Change vs previous 13F +52,450 shares

    3.63% of the 13F portfolio, value $12,499,090.

    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 25,474 shares
    Change vs previous 13F -62 shares

    1.2% of the 13F portfolio, value $4,131,802.

    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 25,536 shares
    Change vs previous 13F -1,196 shares

    1.41% of the 13F portfolio, value $4,650,963.

    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 26,732 shares
    Change vs previous 13F -55,900 shares

    1.26% of the 13F portfolio, value $4,243,250.

    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 82,632 shares
    Change vs previous 13F not available

    3.08% of the 13F portfolio, value $9,944,761.

    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).