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Disclosery

Keystone Financial Planning, Inc.: UPS position timeline

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

Keystone Financial Planning, Inc. held 44,446 UPS 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 44,446 shares
    Change vs previous 13F -486 shares

    1.03% of the 13F portfolio, value $4,152,997.

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

  2. period ended2026-06-30
    13F 44,932 shares
    Change vs previous 13F -836 shares

    1.25% of the 13F portfolio, value $4,830,147.

    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 45,768 shares
    Change vs previous 13F 0 shares

    1.2% of the 13F portfolio, value $4,502,616.

    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 45,768 shares
    Change vs previous 13F -1,323 shares

    1.32% of the 13F portfolio, value $4,539,688.

    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 47,091 shares
    Change vs previous 13F -163 shares

    1.14% of the 13F portfolio, value $3,933,478.

    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 47,254 shares
    Change vs previous 13F 0 shares

    1.44% of the 13F portfolio, value $4,769,778.

    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 47,254 shares
    Change vs previous 13F 0 shares

    1.55% of the 13F portfolio, value $5,197,423.

    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 47,254 shares
    Change vs previous 13F not available

    1.85% of the 13F portfolio, value $5,958,679.

    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).