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
- period ended2026-06-3013F 8,877 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,987 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,948 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 18,977 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,169 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 18,279 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,478 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).