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Disclosery

Keystone Financial Group: IAGG position timeline

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

Keystone Financial Group held 100,426 IAGG 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 100,426 shares
    Change vs previous 13F +17,604 shares

    0.3% of the 13F portfolio, value $5,081,550.

    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 82,822 shares
    Change vs previous 13F +8,870 shares

    0.28% of the 13F portfolio, value $4,144,427.

    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 73,952 shares
    Change vs previous 13F +2,012 shares

    0.27% of the 13F portfolio, value $3,698,326.

    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 71,940 shares
    Change vs previous 13F -2,575 shares

    0.28% of the 13F portfolio, value $3,685,483.

    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 74,515 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $3,806,980.

    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).