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Disclosery

Keystone Financial Group: IEMG position timeline

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

Keystone Financial Group held 227,985 IEMG 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 227,985 shares
    Change vs previous 13F -58,203 shares

    1.12% of the 13F portfolio, value $18,886,332.

    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 286,188 shares
    Change vs previous 13F +40,911 shares

    1.37% of the 13F portfolio, value $19,992,680.

    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 245,277 shares
    Change vs previous 13F +129,556 shares

    1.22% of the 13F portfolio, value $16,487,538.

    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 115,721 shares
    Change vs previous 13F +80,312 shares

    0.58% of the 13F portfolio, value $7,638,280.

    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 35,409 shares
    Change vs previous 13F +8,490 shares

    0.19% of the 13F portfolio, value $2,129,145.

    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 26,919 shares
    Change vs previous 13F +2,083 shares

    0.15% of the 13F portfolio, value $1,460,538.

    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 24,836 shares
    Change vs previous 13F -133 shares

    0.13% of the 13F portfolio, value $1,296,945.

    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 24,969 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $1,433,480.

    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).