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Disclosery

Keystone Financial Group: CGUS position timeline

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

Keystone Financial Group held 121,789 CGUS 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 121,789 shares
    Change vs previous 13F +43,744 shares

    0.32% of the 13F portfolio, value $5,417,180.

    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 78,045 shares
    Change vs previous 13F +16,684 shares

    0.21% of the 13F portfolio, value $3,003,021.

    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 61,361 shares
    Change vs previous 13F +5,666 shares

    0.18% of the 13F portfolio, value $2,468,567.

    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 55,695 shares
    Change vs previous 13F +2,917 shares

    0.17% of the 13F portfolio, value $2,202,178.

    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 52,778 shares
    Change vs previous 13F +7,535 shares

    0.18% of the 13F portfolio, value $1,950,210.

    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 45,243 shares
    Change vs previous 13F +11,120 shares

    0.15% of the 13F portfolio, value $1,511,103.

    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 34,123 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,193,272.

    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).