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Disclosery

Keystone Financial Group: GEV position timeline

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

Keystone Financial Group held 730 GEV 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 730 shares
    Change vs previous 13F -9 shares

    0.05% of the 13F portfolio, value $857,768.

    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 739 shares
    Change vs previous 13F +174 shares

    0.04% of the 13F portfolio, value $648,308.

    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 565 shares
    Change vs previous 13F -1,111 shares

    0.03% of the 13F portfolio, value $369,310.

    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 1,676 shares
    Change vs previous 13F +346 shares

    0.08% of the 13F portfolio, value $1,030,609.

    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 1,330 shares
    Change vs previous 13F -80 shares

    0.06% of the 13F portfolio, value $703,939.

    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 1,410 shares
    Change vs previous 13F -218 shares

    0.04% of the 13F portfolio, value $430,333.

    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 1,628 shares
    Change vs previous 13F -97 shares

    0.05% of the 13F portfolio, value $535,370.

    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 1,725 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $439,743.

    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).