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Disclosery

Keystone Financial Group: APAM position timeline

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

Keystone Financial Group held 29,067 APAM 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 29,067 shares
    Change vs previous 13F +1,550 shares

    0.06% of the 13F portfolio, value $1,003,684.

    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 27,517 shares
    Change vs previous 13F +2,726 shares

    0.07% of the 13F portfolio, value $1,001,345.

    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 24,791 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,009,985.

    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 24,791 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $1,075,930.

    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 24,791 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,098,986.

    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 24,791 shares
    Change vs previous 13F +5,874 shares

    0.1% of the 13F portfolio, value $969,327.

    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 18,917 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $814,379.

    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 18,917 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $819,485.

    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).