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Disclosery

Keystone Financial Group: CGGR position timeline

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

Keystone Financial Group held 69,522 CGGR 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 69,522 shares
    Change vs previous 13F +3,434 shares

    0.19% of the 13F portfolio, value $3,281,427.

    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 66,088 shares
    Change vs previous 13F +14,658 shares

    0.18% of the 13F portfolio, value $2,656,090.

    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 51,430 shares
    Change vs previous 13F +3,526 shares

    0.17% of the 13F portfolio, value $2,287,109.

    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 47,904 shares
    Change vs previous 13F +22,715 shares

    0.16% of the 13F portfolio, value $2,103,948.

    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 25,189 shares
    Change vs previous 13F +7,921 shares

    0.09% of the 13F portfolio, value $1,023,938.

    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 17,268 shares
    Change vs previous 13F +5,200 shares

    0.06% of the 13F portfolio, value $591,437.

    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 12,068 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $448,573.

    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).