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Disclosery

Keystone Financial Group: CMG position timeline

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

Keystone Financial Group held 91,029 CMG 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 91,029 shares
    Change vs previous 13F +3,421 shares

    0.18% of the 13F portfolio, value $3,094,986.

    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 87,608 shares
    Change vs previous 13F +9,257 shares

    0.2% of the 13F portfolio, value $2,937,904.

    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 78,351 shares
    Change vs previous 13F -11,623 shares

    0.21% of the 13F portfolio, value $2,898,988.

    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 89,974 shares
    Change vs previous 13F +13,493 shares

    0.23% of the 13F portfolio, value $3,067,256.

    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 76,481 shares
    Change vs previous 13F +2,252 shares

    0.32% of the 13F portfolio, value $3,581,743.

    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 74,229 shares
    Change vs previous 13F -69 shares

    0.38% of the 13F portfolio, value $3,732,502.

    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 74,298 shares
    Change vs previous 13F +44,853 shares

    0.43% of the 13F portfolio, value $4,345,671.

    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 29,445 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,696,622.

    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).