Back to USB-PS
Keystone Financial Planning, Inc. → USB-PS
Keystone Financial Planning, Inc. USB-PS Position History
USB-PS
Quarters held
4
Latest value
$13M
Q3 2026
Peak value
$13.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $11.8M |
| Q1 2026 | $11.7M |
| Q2 2026 | $13.7M |
| Q3 2026 | $13M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13M | 225.2K | — | — |
| Q2 2026 | $13.7M | 226.4K | — | — |
| Q1 2026 | $11.7M | 224.3K | — | — |
| Q4 2025 | $11.8M | 220.8K | — | — |