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Keystone Financial Group: DGRO position timeline

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

Keystone Financial Group held 53,379 DGRO 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 53,379 shares
    Change vs previous 13F +2,252 shares

    0.24% of the 13F portfolio, value $4,045,596.

    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 51,127 shares
    Change vs previous 13F +2,581 shares

    0.25% of the 13F portfolio, value $3,588,101.

    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 48,546 shares
    Change vs previous 13F -2,211 shares

    0.25% of the 13F portfolio, value $3,370,057.

    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 50,757 shares
    Change vs previous 13F +25 shares

    0.26% of the 13F portfolio, value $3,455,555.

    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 50,732 shares
    Change vs previous 13F -1,935 shares

    0.29% of the 13F portfolio, value $3,243,808.

    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 52,667 shares
    Change vs previous 13F -2,513 shares

    0.33% of the 13F portfolio, value $3,253,769.

    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 55,180 shares
    Change vs previous 13F +596 shares

    0.33% of the 13F portfolio, value $3,384,751.

    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 54,584 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $3,421,885.

    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).