Skip to content
Disclosery

Keystone Financial Group: IQLT position timeline

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

Keystone Financial Group held 32,740 IQLT 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 32,740 shares
    Change vs previous 13F +321 shares

    0.1% of the 13F portfolio, value $1,622,252.

    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 32,419 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $1,498,747.

    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 32,419 shares
    Change vs previous 13F +285 shares

    0.11% of the 13F portfolio, value $1,473,442.

    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 32,134 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $1,420,017.

    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 32,134 shares
    Change vs previous 13F -60,701 shares

    0.13% of the 13F portfolio, value $1,388,846.

    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 92,835 shares
    Change vs previous 13F -44,352 shares

    0.37% of the 13F portfolio, value $3,684,621.

    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 137,187 shares
    Change vs previous 13F +105,735 shares

    0.5% of the 13F portfolio, value $5,092,385.

    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 31,452 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,304,928.

    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).