Skip to content
Disclosery

Keystone Financial Group: CFA position timeline

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

Keystone Financial Group held 16,806 CFA 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 16,806 shares
    Change vs previous 13F -2,164 shares

    0.1% of the 13F portfolio, value $1,660,396.

    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 18,970 shares
    Change vs previous 13F -1,993 shares

    0.12% of the 13F portfolio, value $1,735,399.

    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 20,963 shares
    Change vs previous 13F -1,093 shares

    0.14% of the 13F portfolio, value $1,907,810.

    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 22,056 shares
    Change vs previous 13F -547 shares

    0.15% of the 13F portfolio, value $2,006,684.

    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 22,603 shares
    Change vs previous 13F -1,157 shares

    0.18% of the 13F portfolio, value $1,988,125.

    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 23,760 shares
    Change vs previous 13F -2,429 shares

    0.2% of the 13F portfolio, value $2,006,283.

    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 26,189 shares
    Change vs previous 13F -1,565 shares

    0.22% of the 13F portfolio, value $2,223,683.

    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 27,754 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $2,390,940.

    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).