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Keystone Financial Group: AB position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Keystone Financial Group on AB, newest first. How the timeline and the estimate are built.

Keystone Financial Group held 8,877 AB shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,877 shares
    Change vs previous 13F -10,110 shares

    0.02% of the 13F portfolio, value $312,648.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 18,987 shares
    Change vs previous 13F +39 shares

    0.05% of the 13F portfolio, value $732,734.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 18,948 shares
    Change vs previous 13F -29 shares

    0.05% of the 13F portfolio, value $729,121.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 18,977 shares
    Change vs previous 13F -192 shares

    0.06% of the 13F portfolio, value $739,240.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 19,169 shares
    Change vs previous 13F +890 shares

    0.07% of the 13F portfolio, value $773,635.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 18,279 shares
    Change vs previous 13F +6,801 shares

    0.07% of the 13F portfolio, value $725,124.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 11,478 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $406,486.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).