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Disclosery

Keystone Financial Group: BGB position timeline

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

Keystone Financial Group held 12,059 BGB 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 12,059 shares
    Change vs previous 13F +950 shares

    0.01% of the 13F portfolio, value $136,261.

    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 11,109 shares
    Change vs previous 13F -400 shares

    0.01% of the 13F portfolio, value $123,861.

    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 11,509 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $135,571.

    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 11,509 shares
    Change vs previous 13F -50 shares

    0.01% of the 13F portfolio, value $140,060.

    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 11,559 shares
    Change vs previous 13F -1,300 shares

    0.01% of the 13F portfolio, value $140,089.

    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 12,859 shares
    Change vs previous 13F -393 shares

    0.02% of the 13F portfolio, value $155,332.

    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 13,252 shares
    Change vs previous 13F -789 shares

    0.02% of the 13F portfolio, value $162,069.

    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 14,041 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $172,987.

    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).