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Keystone Financial Group: IBIT position timeline

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

Keystone Financial Group held 30,045 IBIT 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 30,045 shares
    Change vs previous 13F -6 shares

    0.06% of the 13F portfolio, value $1,000,201.

    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 30,051 shares
    Change vs previous 13F +9,232 shares

    0.08% of the 13F portfolio, value $1,154,560.

    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 20,819 shares
    Change vs previous 13F +2,528 shares

    0.08% of the 13F portfolio, value $1,033,664.

    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 18,291 shares
    Change vs previous 13F +515 shares

    0.09% of the 13F portfolio, value $1,188,915.

    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 17,776 shares
    Change vs previous 13F +690 shares

    0.1% of the 13F portfolio, value $1,088,070.

    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 17,086 shares
    Change vs previous 13F +5,660 shares

    0.08% of the 13F portfolio, value $799,796.

    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 11,426 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $606,150.

    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).