Skip to content
Disclosery

Keystone Financial Group: DIA position timeline

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

Keystone Financial Group held 7,344 DIA 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 7,344 shares
    Change vs previous 13F +1,494 shares

    0.23% of the 13F portfolio, value $3,836,640.

    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 5,850 shares
    Change vs previous 13F -359 shares

    0.19% of the 13F portfolio, value $2,709,750.

    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 6,209 shares
    Change vs previous 13F +547 shares

    0.22% of the 13F portfolio, value $2,983,725.

    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 5,662 shares
    Change vs previous 13F +81 shares

    0.2% of the 13F portfolio, value $2,625,658.

    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 5,581 shares
    Change vs previous 13F -357 shares

    0.22% of the 13F portfolio, value $2,459,059.

    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 5,938 shares
    Change vs previous 13F -918 shares

    0.25% of the 13F portfolio, value $2,493,953.

    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 6,856 shares
    Change vs previous 13F -102 shares

    0.29% of the 13F portfolio, value $2,922,485.

    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 6,958 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,944,017.

    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).