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Keystone Financial Group: IVOO position timeline

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

Keystone Financial Group held 28,637 IVOO 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 28,637 shares
    Change vs previous 13F +220 shares

    0.22% of the 13F portfolio, value $3,734,326.

    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 28,417 shares
    Change vs previous 13F -194 shares

    0.22% of the 13F portfolio, value $3,248,665.

    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 28,611 shares
    Change vs previous 13F -78 shares

    0.24% of the 13F portfolio, value $3,198,736.

    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 28,689 shares
    Change vs previous 13F -291 shares

    0.24% of the 13F portfolio, value $3,166,672.

    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 28,980 shares
    Change vs previous 13F +387 shares

    0.27% of the 13F portfolio, value $3,042,311.

    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 28,593 shares
    Change vs previous 13F -664 shares

    0.29% of the 13F portfolio, value $2,822,169.

    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 29,257 shares
    Change vs previous 13F -143 shares

    0.3% of the 13F portfolio, value $3,086,582.

    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 29,400 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $3,105,486.

    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).