Keystone Financial Planning, Inc.
All 13F Filings
- Location
- Cleveland, OH
- Most recent 13F
- Q3 2026
- Holdings value ($000)
- 403,850
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2026 | 10/8/2026 | 39 | 403,850 | 13F-HR | Keystone Financial Planning, Inc. |
| Q2 2026 | 7/15/2026 | 39 | 387,930 | 13F-HR | Keystone Financial Planning, Inc. |
| Q1 2026 | 4/9/2026 | 40 | 374,373 | 13F-HR | Keystone Financial Planning, Inc. |
| Q4 2025 | 1/7/2026 | 44 | 344,793 | 13F-HR | Keystone Financial Planning, Inc. |
| Q3 2025 | 10/8/2025 | 46 | 344,117 | 13F-HR | Keystone Financial Planning, Inc. |
| Q2 2025 | 7/31/2025 | 45 | 330,788 | 13F-HR | Keystone Financial Planning, Inc. |
| Q2 2014 | 8/11/2014 | 47 | 132,774 | 13F-HR | Keystone Financial Planning, Inc. |
| Q1 2014 | 4/14/2014 | 52 | 129,172 | 13F-HR | Keystone Financial Planning, Inc. |
| Q4 2013 | 2/4/2014 | 99 | 125,028 | 13F-HR | Keystone Financial Planning, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 184.8 K | 45.8% | 7.562 K | 0 | 7.562 K |
| ETFs | 219 K | 54.2% | 8.358 K | 0 | 8.358 K |
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Fund Snapshot
Q3 2026
Latest filed
10/8/2026
Total value ($000)
403,850
Holdings
39
QoQ value change ($000)
15,920
(4.1%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.