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Disclosery

Keystone Financial Group: HIMU position timeline

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

Keystone Financial Group held 18,399 HIMU 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 18,399 shares
    Change vs previous 13F -254 shares

    0.05% of the 13F portfolio, value $916,271.

    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 18,653 shares
    Change vs previous 13F -14,866 shares

    0.06% of the 13F portfolio, value $894,963.

    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 33,519 shares
    Change vs previous 13F +2,208 shares

    0.12% of the 13F portfolio, value $1,631,703.

    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 31,311 shares
    Change vs previous 13F +3,967 shares

    0.12% of the 13F portfolio, value $1,540,208.

    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 27,344 shares
    Change vs previous 13F +1,165 shares

    0.12% of the 13F portfolio, value $1,329,748.

    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 26,179 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $1,296,626.

    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).