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Disclosery

Keystone Financial Planning, Inc.: VTRS position timeline

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

Keystone Financial Planning, Inc. held 0 VTRS shares at 2026-03-31 per its 13F-HR filed 2026-04-09.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -25,402 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 25,402 shares
    Change vs previous 13F -481 shares

    0.09% of the 13F portfolio, value $316,255.

    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).

  3. period ended2025-09-30
    13F 25,883 shares
    Change vs previous 13F -66 shares

    0.07% of the 13F portfolio, value $256,242.

    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).

  4. period ended2025-06-30
    13F 25,949 shares
    Change vs previous 13F -181 shares

    0.07% of the 13F portfolio, value $231,725.

    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).

  5. period ended2025-03-31
    13F 26,130 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $227,592.

    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).

  6. period ended2024-12-31
    13F 26,130 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $325,318.

    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).