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Manager record

KERR FINANCIAL PLANNING Corp

Fresno, CA · CIK 2095947 · 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.

$89.63MReported 13F valueQ2 2026 · as filed
549Holdings listed
-36.8%vs prior quartervalue change includes market moves
4Quarters on record
Jul 02Latest filed
Reported 13F value by quarter, Q3 2025 to Q2 2026Q3 2025: $71.0M$71.0MQ3 2025565 holdingsQ4 2025: $74.0M$74.0MQ4 2025565 holdingsQ1 2026: $141.9M$141.9MQ1 2026529 holdingsQ2 2026: $89.6M$89.6MQ2 2026549 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 02 2026 13F-HR · period Q2 2026

$89.63M · 549 holdings listed · View original SEC filing ↗
Jul 01 2026 13F-HR/A · period Q4 2025

$73.97M · 565 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 01 2026 13F-HR/A · period Q1 2026

$141.88M · 529 holdings listed · amendment (restatement) · View original SEC filing ↗
Jul 01 2026 13F-HR/A · period Q3 2025

$70.99M · 565 holdings listed · amendment (restatement) · View original SEC filing ↗
Apr 29 2026 13F-HR · period Q1 2026

$81.38M · 528 holdings listed · View original SEC filing ↗
Feb 10 2026 13F-HR · period Q4 2025

$73.97M · 565 holdings listed · View original SEC filing ↗
Nov 25 2025 13F-HR · period Q3 2025

$70.98M · 565 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 02, 2026 · Change methodology