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Disclosery

Keystone Financial Group: AEP position timeline

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

Keystone Financial Group held 7,331 AEP 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 7,331 shares
    Change vs previous 13F -3,674 shares

    0.06% of the 13F portfolio, value $1,003,008.

    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 11,005 shares
    Change vs previous 13F +855 shares

    0.1% of the 13F portfolio, value $1,442,596.

    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 10,150 shares
    Change vs previous 13F +261 shares

    0.09% of the 13F portfolio, value $1,170,437.

    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 9,889 shares
    Change vs previous 13F +189 shares

    0.09% of the 13F portfolio, value $1,112,465.

    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 9,700 shares
    Change vs previous 13F +417 shares

    0.09% of the 13F portfolio, value $1,006,476.

    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 9,283 shares
    Change vs previous 13F +21 shares

    0.1% of the 13F portfolio, value $1,014,328.

    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 9,262 shares
    Change vs previous 13F +194 shares

    0.08% of the 13F portfolio, value $854,258.

    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).

  8. period ended2024-09-30
    13F/A 9,068 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $930,336.

    13F-HR/A 0001765380-25-000133 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).