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Disclosery

Keystone Financial Planning, Inc.: T position timeline

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

Keystone Financial Planning, Inc. held 65,536 T 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 65,536 shares
    Change vs previous 13F -139 shares

    0.4% of the 13F portfolio, value $1,599,079.

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

  2. period ended2026-06-30
    13F 65,675 shares
    Change vs previous 13F -434 shares

    0.35% of the 13F portfolio, value $1,359,483.

    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 66,109 shares
    Change vs previous 13F +2,596 shares

    0.51% of the 13F portfolio, value $1,916,514.

    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 63,513 shares
    Change vs previous 13F -301 shares

    0.46% of the 13F portfolio, value $1,577,675.

    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 63,814 shares
    Change vs previous 13F -10,954 shares

    0.52% of the 13F portfolio, value $1,802,119.

    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 74,768 shares
    Change vs previous 13F -200,796 shares

    0.65% of the 13F portfolio, value $2,163,779.

    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 275,564 shares
    Change vs previous 13F -48 shares

    2.32% of the 13F portfolio, value $7,792,962.

    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 275,612 shares
    Change vs previous 13F not available

    1.95% of the 13F portfolio, value $6,275,695.

    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).