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Disclosery

Keystone Financial Group: IUSB position timeline

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

Keystone Financial Group held 8,605 IUSB 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 8,605 shares
    Change vs previous 13F +30 shares

    0.02% of the 13F portfolio, value $397,105.

    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 8,575 shares
    Change vs previous 13F +1,235 shares

    0.03% of the 13F portfolio, value $396,084.

    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 7,340 shares
    Change vs previous 13F +20 shares

    0.03% of the 13F portfolio, value $341,584.

    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 7,320 shares
    Change vs previous 13F +1,096 shares

    0.03% of the 13F portfolio, value $341,910.

    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 6,224 shares
    Change vs previous 13F -1,066 shares

    0.03% of the 13F portfolio, value $287,740.

    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 7,290 shares
    Change vs previous 13F -1,623 shares

    0.03% of the 13F portfolio, value $335,942.

    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 8,913 shares
    Change vs previous 13F +1,224 shares

    0.05% of the 13F portfolio, value $545,431.

    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 7,689 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $362,284.

    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).