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Disclosery

Keystone Financial Planning, Inc.: TROW position timeline

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

Keystone Financial Planning, Inc. held 66,572 TROW 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 66,572 shares
    Change vs previous 13F -705 shares

    1.72% of the 13F portfolio, value $6,926,858.

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

  2. period ended2026-06-30
    13F 67,277 shares
    Change vs previous 13F -1,241 shares

    1.97% of the 13F portfolio, value $7,648,768.

    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 68,518 shares
    Change vs previous 13F 0 shares

    1.65% of the 13F portfolio, value $6,176,249.

    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 68,518 shares
    Change vs previous 13F -2,046 shares

    2.03% of the 13F portfolio, value $7,014,914.

    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 70,564 shares
    Change vs previous 13F -267 shares

    2.1% of the 13F portfolio, value $7,242,730.

    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 70,831 shares
    Change vs previous 13F 0 shares

    2.07% of the 13F portfolio, value $6,835,230.

    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 70,831 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $6,507,281.

    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 70,831 shares
    Change vs previous 13F not available

    2.48% of the 13F portfolio, value $8,010,323.

    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).