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Disclosery

Keystone Financial Group: IP position timeline

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

Keystone Financial Group held 30,673 IP 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 30,673 shares
    Change vs previous 13F -100 shares

    0.07% of the 13F portfolio, value $1,168,641.

    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 30,773 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $1,098,590.

    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 30,823 shares
    Change vs previous 13F -1,000 shares

    0.09% of the 13F portfolio, value $1,214,105.

    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 31,823 shares
    Change vs previous 13F +1 shares

    0.11% of the 13F portfolio, value $1,476,564.

    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 31,822 shares
    Change vs previous 13F +987 shares

    0.13% of the 13F portfolio, value $1,490,243.

    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 30,835 shares
    Change vs previous 13F +13 shares

    0.17% of the 13F portfolio, value $1,645,062.

    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 30,822 shares
    Change vs previous 13F -14,026 shares

    0.16% of the 13F portfolio, value $1,658,849.

    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 44,848 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $2,190,838.

    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).