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Disclosery

Keystone Financial Group: D position timeline

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

Keystone Financial Group held 22,438 D 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 22,438 shares
    Change vs previous 13F +3,235 shares

    0.09% of the 13F portfolio, value $1,532,326.

    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 19,203 shares
    Change vs previous 13F +888 shares

    0.08% of the 13F portfolio, value $1,187,985.

    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 18,315 shares
    Change vs previous 13F +1,108 shares

    0.08% of the 13F portfolio, value $1,073,071.

    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 17,207 shares
    Change vs previous 13F +104 shares

    0.08% of the 13F portfolio, value $1,052,445.

    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 17,103 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $968,329.

    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 16,904 shares
    Change vs previous 13F +4,170 shares

    0.1% of the 13F portfolio, value $947,370.

    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 12,734 shares
    Change vs previous 13F +366 shares

    0.07% of the 13F portfolio, value $686,508.

    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 12,368 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $714,778.

    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).