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Disclosery

Keystone Financial Group: BND position timeline

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

Keystone Financial Group held 190,374 BND 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 190,374 shares
    Change vs previous 13F +20,738 shares

    0.83% of the 13F portfolio, value $13,975,391.

    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 169,636 shares
    Change vs previous 13F +5,019 shares

    0.85% of the 13F portfolio, value $12,475,474.

    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 164,617 shares
    Change vs previous 13F +1,014 shares

    0.9% of the 13F portfolio, value $12,193,213.

    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 163,603 shares
    Change vs previous 13F +25,882 shares

    0.93% of the 13F portfolio, value $12,164,172.

    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 137,721 shares
    Change vs previous 13F +4,746 shares

    0.91% of the 13F portfolio, value $10,130,031.

    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 132,975 shares
    Change vs previous 13F +6,551 shares

    0.99% of the 13F portfolio, value $9,701,163.

    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 126,424 shares
    Change vs previous 13F +43,247 shares

    0.89% of the 13F portfolio, value $9,089,398.

    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 83,177 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $6,247,433.

    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).