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Disclosery

Keystone Financial Group: BIDD position timeline

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

Keystone Financial Group held 112,128 BIDD 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 112,128 shares
    Change vs previous 13F -172,975 shares

    0.2% of the 13F portfolio, value $3,366,071.

    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 285,103 shares
    Change vs previous 13F +38,161 shares

    0.55% of the 13F portfolio, value $8,105,491.

    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 246,942 shares
    Change vs previous 13F -11,789 shares

    0.53% of the 13F portfolio, value $7,116,868.

    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 258,731 shares
    Change vs previous 13F +13,392 shares

    0.55% of the 13F portfolio, value $7,240,682.

    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 245,339 shares
    Change vs previous 13F +4,255 shares

    0.6% of the 13F portfolio, value $6,692,852.

    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 241,084 shares
    Change vs previous 13F +31,757 shares

    0.63% of the 13F portfolio, value $6,241,655.

    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 209,327 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $5,164,096.

    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).