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Disclosery

Keystone Financial Group: IUSG position timeline

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

Keystone Financial Group held 8,739 IUSG 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 8,739 shares
    Change vs previous 13F -264 shares

    0.1% of the 13F portfolio, value $1,643,728.

    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 9,003 shares
    Change vs previous 13F +28 shares

    0.1% of the 13F portfolio, value $1,396,486.

    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 8,975 shares
    Change vs previous 13F -963 shares

    0.11% of the 13F portfolio, value $1,507,255.

    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 9,938 shares
    Change vs previous 13F +48 shares

    0.12% of the 13F portfolio, value $1,635,140.

    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 9,890 shares
    Change vs previous 13F +88 shares

    0.13% of the 13F portfolio, value $1,487,506.

    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 9,802 shares
    Change vs previous 13F -119 shares

    0.13% of the 13F portfolio, value $1,245,651.

    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 9,921 shares
    Change vs previous 13F -250 shares

    0.14% of the 13F portfolio, value $1,382,498.

    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 10,171 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,341,637.

    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).