Keener Financial Planning LLC
All 13F Filings
- Location
- Keller, TX
- Most recent 13F
- Q1 2026
- Holdings value ($000)
- 237,919
- Description
- —
- Website
- —
- 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 |
|---|---|---|---|---|---|
| Q1 2026 | 5/1/2026 | 58 | 237,919 | 13F-HR | Keener Financial Planning LLC |
| Q4 2025 | 1/23/2026 | 58 | 231,397 | 13F-HR | Keener Financial Planning LLC |
| Q3 2025 | 11/7/2025 | 227 | 215,599 | 13F-HR | Keener Financial Planning LLC |
| Q2 2025 | 7/25/2025 | 219 | 200,580 | 13F-HR | Keener Financial Planning LLC |
Swipe for more columns
Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 13.21 K | 5.6% | 0 | 180.5 K | -180.5 K |
| ETFs | 224.4 K | 94.3% | 187.1 K | 0 | 187.1 K |
| Debt | 350 | 0.1% | 0 | 7 | -7 |
Swipe for more columns
Fund Snapshot
Q1 2026
Latest filed
5/1/2026
Total value ($000)
237,919
Holdings
58
QoQ value change ($000)
6,522
(2.8%)
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.