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Disclosery

Keystone Financial Group: FBND position timeline

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

Keystone Financial Group held 12,454 FBND 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 12,454 shares
    Change vs previous 13F -72 shares

    0.03% of the 13F portfolio, value $566,516.

    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 12,526 shares
    Change vs previous 13F +678 shares

    0.04% of the 13F portfolio, value $571,414.

    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 11,848 shares
    Change vs previous 13F +1,531 shares

    0.04% of the 13F portfolio, value $545,485.

    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 10,317 shares
    Change vs previous 13F +315 shares

    0.04% of the 13F portfolio, value $477,073.

    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 10,002 shares
    Change vs previous 13F +222 shares

    0.04% of the 13F portfolio, value $457,578.

    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 9,780 shares
    Change vs previous 13F +436 shares

    0.05% of the 13F portfolio, value $446,452.

    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 9,344 shares
    Change vs previous 13F +998 shares

    0.04% of the 13F portfolio, value $419,271.

    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 8,346 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $390,099.

    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).