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Disclosery

Keystone Financial Group: HEFA position timeline

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

Keystone Financial Group held 117,305 HEFA 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 117,305 shares
    Change vs previous 13F -32,399 shares

    0.33% of the 13F portfolio, value $5,504,523.

    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 149,704 shares
    Change vs previous 13F +143,534 shares

    0.44% of the 13F portfolio, value $6,361,627.

    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 6,170 shares
    Change vs previous 13F -3,076 shares

    0.02% of the 13F portfolio, value $255,191.

    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 9,246 shares
    Change vs previous 13F -171,000 shares

    0.03% of the 13F portfolio, value $366,233.

    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 180,246 shares
    Change vs previous 13F +89,457 shares

    0.62% of the 13F portfolio, value $6,842,150.

    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 90,789 shares
    Change vs previous 13F -86,217 shares

    0.33% of the 13F portfolio, value $3,294,730.

    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 177,006 shares
    Change vs previous 13F +13,608 shares

    0.6% of the 13F portfolio, value $6,151,052.

    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 163,398 shares
    Change vs previous 13F not available

    0.74% of the 13F portfolio, value $5,787,547.

    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).