Skip to content
Disclosery

Keystone Financial Group: CALF position timeline

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

Keystone Financial Group held 4,071 CALF 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 4,071 shares
    Change vs previous 13F -858 shares

    0.01% of the 13F portfolio, value $206,017.

    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 4,929 shares
    Change vs previous 13F -214 shares

    0.02% of the 13F portfolio, value $221,182.

    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 5,143 shares
    Change vs previous 13F +72 shares

    0.02% of the 13F portfolio, value $228,188.

    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 5,071 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $222,019.

    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).