Skip to content
Disclosery

Keystone Financial Group: FMB position timeline

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

Keystone Financial Group held 40,306 FMB 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 40,306 shares
    Change vs previous 13F +4,448 shares

    0.12% of the 13F portfolio, value $2,070,419.

    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 35,858 shares
    Change vs previous 13F -2,126 shares

    0.12% of the 13F portfolio, value $1,816,575.

    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 37,984 shares
    Change vs previous 13F -1,991 shares

    0.14% of the 13F portfolio, value $1,942,323.

    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 39,975 shares
    Change vs previous 13F -5,127 shares

    0.15% of the 13F portfolio, value $2,026,779.

    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 45,102 shares
    Change vs previous 13F +1,992 shares

    0.2% of the 13F portfolio, value $2,247,002.

    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 43,110 shares
    Change vs previous 13F +6,266 shares

    0.22% of the 13F portfolio, value $2,173,719.

    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 36,844 shares
    Change vs previous 13F +1,319 shares

    0.18% of the 13F portfolio, value $1,879,428.

    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 35,525 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $1,845,890.

    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).