Skip to content
Disclosery

Keystone Financial Group: IDV position timeline

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

Keystone Financial Group held 12,515 IDV 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 12,515 shares
    Change vs previous 13F +802 shares

    0.03% of the 13F portfolio, value $518,476.

    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 11,713 shares
    Change vs previous 13F +664 shares

    0.03% of the 13F portfolio, value $498,516.

    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 11,049 shares
    Change vs previous 13F +2 shares

    0.03% of the 13F portfolio, value $435,878.

    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 11,047 shares
    Change vs previous 13F -19 shares

    0.03% of the 13F portfolio, value $403,780.

    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 11,066 shares
    Change vs previous 13F +684 shares

    0.03% of the 13F portfolio, value $381,897.

    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 10,382 shares
    Change vs previous 13F -2,170 shares

    0.03% of the 13F portfolio, value $322,049.

    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 12,552 shares
    Change vs previous 13F +405 shares

    0.03% of the 13F portfolio, value $343,686.

    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 12,147 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $367,205.

    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).