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Keystone Financial Group: GS position timeline

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

Keystone Financial Group held 828 GS 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 828 shares
    Change vs previous 13F -211 shares

    0.05% of the 13F portfolio, value $837,156.

    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 1,039 shares
    Change vs previous 13F +418 shares

    0.06% of the 13F portfolio, value $879,168.

    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 621 shares
    Change vs previous 13F +130 shares

    0.04% of the 13F portfolio, value $546,127.

    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 491 shares
    Change vs previous 13F -13 shares

    0.03% of the 13F portfolio, value $391,054.

    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 504 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $356,594.

    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 505 shares
    Change vs previous 13F +47 shares

    0.03% of the 13F portfolio, value $275,683.

    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 458 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $262,515.

    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).