Keystone Financial Group: BAI position timeline

Keystone Financial Group held 377,921 BAI 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 377,921 shares

   Change vs previous 13F -40,882 shares

   1.18% of the 13F portfolio, value $19,923,968.

   13F-HR 0001729299-26-000004 filed by Keystone Financial Group
   Filed 2026-07-29 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 418,803 shares

   Change vs previous 13F +59,614 shares

   0.94% of the 13F portfolio, value $13,799,598.

   13F-HR 0001729299-26-000003 filed by Keystone Financial Group
   Filed 2026-05-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 359,189 shares

   Change vs previous 13F +91,215 shares

   0.88% of the 13F portfolio, value $11,961,037.

   13F-HR 0001729299-26-000001 filed by Keystone Financial Group
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F/A 267,974 shares

   Change vs previous 13F +257,337 shares

   0.7% of the 13F portfolio, value $9,153,983.

   13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
   Filed 2025-11-17 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 10,637 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $306,880.

   13F-HR 0001765380-25-000370 filed by Keystone Financial Group
   Filed 2025-08-13 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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