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Disclosery

Keystone Financial Group: ITOT position timeline

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

Keystone Financial Group held 35,806 ITOT 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 35,806 shares
    Change vs previous 13F -500 shares

    0.35% of the 13F portfolio, value $5,881,856.

    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 36,306 shares
    Change vs previous 13F -154 shares

    0.36% of the 13F portfolio, value $5,212,964.

    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 36,460 shares
    Change vs previous 13F -816 shares

    0.4% of the 13F portfolio, value $5,421,173.

    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 37,276 shares
    Change vs previous 13F +2,134 shares

    0.42% of the 13F portfolio, value $5,436,238.

    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 35,142 shares
    Change vs previous 13F +398 shares

    0.43% of the 13F portfolio, value $4,751,770.

    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 34,744 shares
    Change vs previous 13F -586 shares

    0.43% of the 13F portfolio, value $4,239,151.

    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 35,330 shares
    Change vs previous 13F -1,613 shares

    0.45% of the 13F portfolio, value $4,544,186.

    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 36,943 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $4,640,732.

    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).