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Disclosery

Keystone Financial Group: F position timeline

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

Keystone Financial Group held 14,040 F 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 14,040 shares
    Change vs previous 13F -1,070 shares

    0.01% of the 13F portfolio, value $195,153.

    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 15,110 shares
    Change vs previous 13F -2,479 shares

    0.01% of the 13F portfolio, value $174,373.

    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 17,589 shares
    Change vs previous 13F +4,138 shares

    0.02% of the 13F portfolio, value $230,770.

    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 13,451 shares
    Change vs previous 13F -588 shares

    0.01% of the 13F portfolio, value $160,877.

    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 14,039 shares
    Change vs previous 13F +234 shares

    0.01% of the 13F portfolio, value $152,446.

    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 13,805 shares
    Change vs previous 13F -2,738 shares

    0.01% of the 13F portfolio, value $138,683.

    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 16,543 shares
    Change vs previous 13F -1,599 shares

    0.02% of the 13F portfolio, value $163,485.

    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 18,142 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $191,580.

    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).