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Disclosery

Keystone Financial Group: IJR position timeline

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

Keystone Financial Group held 23,852 IJR 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 23,852 shares
    Change vs previous 13F -27 shares

    0.21% of the 13F portfolio, value $3,537,563.

    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 23,879 shares
    Change vs previous 13F +319 shares

    0.21% of the 13F portfolio, value $3,107,835.

    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 23,560 shares
    Change vs previous 13F -1,332 shares

    0.21% of the 13F portfolio, value $2,831,412.

    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 24,892 shares
    Change vs previous 13F +1,604 shares

    0.23% of the 13F portfolio, value $2,956,287.

    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 23,288 shares
    Change vs previous 13F -2,859 shares

    0.23% of the 13F portfolio, value $2,559,349.

    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 26,147 shares
    Change vs previous 13F +1,294 shares

    0.28% of the 13F portfolio, value $2,757,749.

    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 24,853 shares
    Change vs previous 13F -554 shares

    0.28% of the 13F portfolio, value $2,863,525.

    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 25,407 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,971,549.

    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).