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Disclosery

Keystone Financial Group: BOTZ position timeline

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

Keystone Financial Group held 23,209 BOTZ 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 23,209 shares
    Change vs previous 13F +1,145 shares

    0.05% of the 13F portfolio, value $880,571.

    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 22,064 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $732,981.

    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 22,026 shares
    Change vs previous 13F -587 shares

    0.06% of the 13F portfolio, value $798,012.

    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 22,613 shares
    Change vs previous 13F +3,255 shares

    0.06% of the 13F portfolio, value $801,190.

    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 19,358 shares
    Change vs previous 13F +3,988 shares

    0.06% of the 13F portfolio, value $632,055.

    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 15,370 shares
    Change vs previous 13F +155 shares

    0.04% of the 13F portfolio, value $437,434.

    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 15,215 shares
    Change vs previous 13F +1,220 shares

    0.05% of the 13F portfolio, value $486,136.

    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 13,995 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $449,950.

    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).