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Disclosery

Keystone Financial Group: BRK-B position timeline

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

Keystone Financial Group held 48,819 BRK-B 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 48,819 shares
    Change vs previous 13F +2,035 shares

    1.45% of the 13F portfolio, value $24,428,312.

    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 46,784 shares
    Change vs previous 13F +1,181 shares

    1.53% of the 13F portfolio, value $22,393,665.

    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 45,603 shares
    Change vs previous 13F +4,049 shares

    1.7% of the 13F portfolio, value $22,922,380.

    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 41,554 shares
    Change vs previous 13F +1,788 shares

    1.6% of the 13F portfolio, value $20,917,607.

    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 39,766 shares
    Change vs previous 13F +5,555 shares

    1.74% of the 13F portfolio, value $19,256,996.

    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 34,211 shares
    Change vs previous 13F +1,120 shares

    1.85% of the 13F portfolio, value $18,158,200.

    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 33,091 shares
    Change vs previous 13F +2,319 shares

    1.48% of the 13F portfolio, value $15,039,930.

    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 30,772 shares
    Change vs previous 13F not available

    1.81% of the 13F portfolio, value $14,162,896.

    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).