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Keystone Financial Planning, Inc. → BTAFF
Keystone Financial Planning, Inc. BTAFF Position History
BTAFF
Quarters held
4
Latest value
$8.9M
Q3 2026
Peak value
$10.2M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.5M |
| Q1 2026 | $9.8M |
| Q2 2026 | $10.2M |
| Q3 2026 | $8.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.9M | 163.9K | — | — |
| Q2 2026 | $10.2M | 165.3K | — | — |
| Q1 2026 | $9.8M | 167.2K | — | — |
| Q4 2025 | $9.5M | 167.2K | — | — |
Other funds holding BTAFF
$536.3M
$440.1M
$282.7M
$246.7M