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Disclosery

Keystone Financial Planning, Inc.: UL position timeline

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

Keystone Financial Planning, Inc. held 160,199 UL 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 160,199 shares
    Change vs previous 13F -323 shares

    2.41% of the 13F portfolio, value $9,728,885.

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

  2. period ended2026-06-30
    13F 160,522 shares
    Change vs previous 13F +7,640 shares

    2.49% of the 13F portfolio, value $9,650,583.

    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 152,882 shares
    Change vs previous 13F not available

    2.33% of the 13F portfolio, value $8,709,688.

    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).