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Disclosery

Keystone Financial Group: IBM position timeline

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

Keystone Financial Group held 5,801 IBM 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 5,801 shares
    Change vs previous 13F +69 shares

    0.1% of the 13F portfolio, value $1,631,164.

    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 5,732 shares
    Change vs previous 13F +4 shares

    0.09% of the 13F portfolio, value $1,388,054.

    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 5,728 shares
    Change vs previous 13F +185 shares

    0.13% of the 13F portfolio, value $1,696,711.

    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 5,543 shares
    Change vs previous 13F +355 shares

    0.12% of the 13F portfolio, value $1,564,024.

    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 5,188 shares
    Change vs previous 13F +683 shares

    0.14% of the 13F portfolio, value $1,529,344.

    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 4,505 shares
    Change vs previous 13F -243 shares

    0.11% of the 13F portfolio, value $1,120,132.

    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 4,748 shares
    Change vs previous 13F +1,135 shares

    0.1% of the 13F portfolio, value $1,043,690.

    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 3,613 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $798,766.

    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).