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Disclosery

Keystone Financial Group: IBB position timeline

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

Keystone Financial Group held 2,282 IBB 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 2,282 shares
    Change vs previous 13F -75 shares

    0.03% of the 13F portfolio, value $434,014.

    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 2,357 shares
    Change vs previous 13F -1 shares

    0.03% of the 13F portfolio, value $397,673.

    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 2,358 shares
    Change vs previous 13F -125 shares

    0.03% of the 13F portfolio, value $397,958.

    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 2,483 shares
    Change vs previous 13F -122 shares

    0.03% of the 13F portfolio, value $399,615.

    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 2,605 shares
    Change vs previous 13F -4 shares

    0.03% of the 13F portfolio, value $338,752.

    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 2,609 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $321,600.

    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 2,680 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $360,581.

    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).