13F Filings History of Keener Financial Planning LLC

Latest 13F report
Q4 2025 - 23 Jan 2026
Value $
$231,397,000
Signature - Title
Cindi Hill - Filing Agent
Location
Keller, TX
Summary
This page shows a list of all the recent 13F filings made by Keener Financial Planning LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Keener Financial Planning LLC reported 58 stock holdings with total value $231,397,000 as of Q4 2025. Top holdings included SPTM, VEA, IJR, AVLV, and VWO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 58 $231,397,000 +$17,146,263 -$7,108,628 +$10,037,635 SPTM, VEA, IJR, AVLV, VWO 13F-HR 23 Jan 2026, 16:35
Q3 2025 207 $215,599,000 +$4,157,658 -$3,025,783 +$1,131,875 SPTM, VEA, IJR, AVLV, VWO 13F-HR 07 Nov 2025, 13:48
Q2 2025 208 $200,580,000 +$32,681,930 -$165,007 +$32,516,923 SPTM, VEA, IJR, AVLV, VWO 13F-HR 24 Jul 2025, 19:02
Q1 2025 171 $153,849,000 +$845,150 -$13,224,383 -$12,379,233 SPTM, VEA, IJR, AVLV, VWO 13F-HR 09 May 2025, 14:47
Q4 2024 171 $169,327,000 +$20,488,964 -$519,100 +$19,969,864 SPTM, VEA, IJR, AVLV, VWO 13F-HR 29 Jan 2025, 15:51
Q3 2024 176 $152,740,000 +$4,845,032 -$15,267,118 -$10,422,086 SPTM, VEA, IJR, AVLV, VWO 13F-HR 18 Oct 2024, 12:34
Q2 2024 181 $153,260,000 +$12,759,573 -$5,623,511 +$7,136,062 SPTM, VEA, IJR, VWO, SPYV 13F-HR 26 Jul 2024, 16:20
Q1 2024 186 $145,396,000 +$9,033,378 -$1,555,798 +$7,477,580 SPTM, VEA, SPYV, IJR, VWO 13F-HR 03 May 2024, 13:06
Q4 2023 178 $129,314,000 $0 $0 $0 SPTM, VEA, SPYV, IJR, VWO 13F-HR 26 Jan 2024, 12:46