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Disclosery

Keystone Financial Group: BUFR position timeline

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

Keystone Financial Group held 439,583 BUFR 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 439,583 shares
    Change vs previous 13F +38,113 shares

    0.95% of the 13F portfolio, value $16,057,967.

    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 401,470 shares
    Change vs previous 13F +22,347 shares

    0.93% of the 13F portfolio, value $13,558,262.

    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 379,123 shares
    Change vs previous 13F +263,039 shares

    0.96% of the 13F portfolio, value $12,988,762.

    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 116,084 shares
    Change vs previous 13F -5,251 shares

    0.3% of the 13F portfolio, value $3,879,525.

    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 121,335 shares
    Change vs previous 13F -42,766 shares

    0.35% of the 13F portfolio, value $3,858,451.

    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 164,101 shares
    Change vs previous 13F -90,301 shares

    0.5% of the 13F portfolio, value $4,872,156.

    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 254,402 shares
    Change vs previous 13F +217,862 shares

    0.76% of the 13F portfolio, value $7,751,633.

    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 36,540 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,092,183.

    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).