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Keystone Financial Planning, Inc.: SPYD position timeline

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

Keystone Financial Planning, Inc. held 219,348 SPYD 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 219,348 shares
    Change vs previous 13F +21,918 shares

    2.46% of the 13F portfolio, value $9,951,801.

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

  2. period ended2026-06-30
    13F 197,430 shares
    Change vs previous 13F +1,111 shares

    2.43% of the 13F portfolio, value $9,419,366.

    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 196,319 shares
    Change vs previous 13F +4,259 shares

    2.39% of the 13F portfolio, value $8,936,423.

    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 192,060 shares
    Change vs previous 13F -1,204 shares

    2.41% of the 13F portfolio, value $8,306,578.

    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 193,264 shares
    Change vs previous 13F -3,672 shares

    2.47% of the 13F portfolio, value $8,503,598.

    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 196,936 shares
    Change vs previous 13F +384 shares

    2.53% of the 13F portfolio, value $8,357,947.

    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 196,552 shares
    Change vs previous 13F +2,230 shares

    2.59% of the 13F portfolio, value $8,699,377.

    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 194,322 shares
    Change vs previous 13F not available

    2.61% of the 13F portfolio, value $8,402,468.

    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).