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Disclosery

Keystone Financial Group: BEN position timeline

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

Keystone Financial Group held 7,736 BEN 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 7,736 shares
    Change vs previous 13F -1,532 shares

    0.02% of the 13F portfolio, value $257,363.

    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 9,268 shares
    Change vs previous 13F +16 shares

    0.01% of the 13F portfolio, value $218,919.

    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 9,252 shares
    Change vs previous 13F -11 shares

    0.02% of the 13F portfolio, value $221,020.

    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 9,263 shares
    Change vs previous 13F +51 shares

    0.02% of the 13F portfolio, value $214,256.

    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 9,212 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $219,703.

    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).