Skip to content
Disclosery

Keystone Financial Group: CGMS position timeline

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

Keystone Financial Group held 11,820 CGMS 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 11,820 shares
    Change vs previous 13F +1,813 shares

    0.02% of the 13F portfolio, value $323,050.

    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 10,007 shares
    Change vs previous 13F +657 shares

    0.02% of the 13F portfolio, value $272,478.

    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 9,350 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $258,250.

    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).