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Disclosery

Keystone Financial Group: FVD position timeline

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

Keystone Financial Group held 36,369 FVD 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 36,369 shares
    Change vs previous 13F +1,917 shares

    0.1% of the 13F portfolio, value $1,752,258.

    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 34,452 shares
    Change vs previous 13F +4,116 shares

    0.11% of the 13F portfolio, value $1,621,088.

    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 30,336 shares
    Change vs previous 13F +2,346 shares

    0.1% of the 13F portfolio, value $1,397,883.

    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 27,990 shares
    Change vs previous 13F +1,551 shares

    0.1% of the 13F portfolio, value $1,294,259.

    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 26,439 shares
    Change vs previous 13F -2,318 shares

    0.11% of the 13F portfolio, value $1,181,826.

    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 28,757 shares
    Change vs previous 13F +4,501 shares

    0.13% of the 13F portfolio, value $1,282,275.

    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 24,256 shares
    Change vs previous 13F +1,828 shares

    0.1% of the 13F portfolio, value $1,058,533.

    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 22,428 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,020,248.

    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).