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Disclosery

Keystone Financial Planning, Inc.: PNW position timeline

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

Keystone Financial Planning, Inc. held 13,510 PNW 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 13,510 shares
    Change vs previous 13F -447 shares

    0.31% of the 13F portfolio, value $1,256,970.

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

  2. period ended2026-06-30
    13F 13,957 shares
    Change vs previous 13F 0 shares

    0.38% of the 13F portfolio, value $1,493,399.

    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 13,957 shares
    Change vs previous 13F +831 shares

    0.38% of the 13F portfolio, value $1,406,168.

    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 13,126 shares
    Change vs previous 13F -133 shares

    0.34% of the 13F portfolio, value $1,164,276.

    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 13,259 shares
    Change vs previous 13F -96 shares

    0.35% of the 13F portfolio, value $1,188,802.

    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 13,355 shares
    Change vs previous 13F -68,023 shares

    0.36% of the 13F portfolio, value $1,194,872.

    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 81,378 shares
    Change vs previous 13F -1,209 shares

    2.31% of the 13F portfolio, value $7,751,216.

    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 82,587 shares
    Change vs previous 13F not available

    2.17% of the 13F portfolio, value $7,000,866.

    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).