Skip to content
Disclosery

Keystone Financial Group: B position timeline

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

Keystone Financial Group held 30,699 B 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 30,699 shares
    Change vs previous 13F -396 shares

    0.07% of the 13F portfolio, value $1,127,600.

    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 31,095 shares
    Change vs previous 13F -6,072 shares

    0.09% of the 13F portfolio, value $1,268,368.

    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 37,167 shares
    Change vs previous 13F -12,552 shares

    0.12% of the 13F portfolio, value $1,618,632.

    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 49,719 shares
    Change vs previous 13F -7,442 shares

    0.12% of the 13F portfolio, value $1,629,287.

    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 57,161 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,190,092.

    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).