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Disclosery

Keystone Financial Group: CFO position timeline

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

Keystone Financial Group held 54,525 CFO 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 54,525 shares
    Change vs previous 13F -15,182 shares

    0.26% of the 13F portfolio, value $4,366,296.

    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 69,707 shares
    Change vs previous 13F -3,771 shares

    0.35% of the 13F portfolio, value $5,168,934.

    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 73,478 shares
    Change vs previous 13F -6,357 shares

    0.4% of the 13F portfolio, value $5,425,928.

    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 79,835 shares
    Change vs previous 13F -2,004 shares

    0.45% of the 13F portfolio, value $5,891,044.

    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 81,839 shares
    Change vs previous 13F -3,085 shares

    0.53% of the 13F portfolio, value $5,834,321.

    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 84,924 shares
    Change vs previous 13F -2,214 shares

    0.59% of the 13F portfolio, value $5,818,170.

    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 87,138 shares
    Change vs previous 13F -10,108 shares

    0.59% of the 13F portfolio, value $6,007,266.

    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 97,246 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $6,786,784.

    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).