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Manager record

Keener Financial Planning LLC

Keller, TX · CIK 2004495 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$279,554Reported 13F valueQ2 2026 · as filed
61Holdings listed
+17.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 31Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $200.6K$200.6KQ2 2025219 holdingsQ3 2025: $215.6K$215.6KQ3 2025227 holdingsQ4 2025: $231.4K$231.4KQ4 202558 holdingsQ1 2026: $237.9K$237.9KQ1 202658 holdingsQ2 2026: $279.6K$279.6KQ2 202661 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 31 2026 13F-HR · period Q2 2026

$279,554 · 61 holdings listed · View original SEC filing ↗
May 01 2026 13F-HR · period Q1 2026

$237,919 · 58 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$231,397 · 58 holdings listed · View original SEC filing ↗
Nov 07 2025 13F-HR · period Q3 2025

$215,599 · 227 holdings listed · View original SEC filing ↗
Jul 25 2025 13F-HR · period Q2 2025

$200,580 · 219 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 31, 2026 · Change methodology