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Disclosery

Keystone Financial Group: IVV position timeline

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

Keystone Financial Group held 12,359 IVV 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 12,359 shares
    Change vs previous 13F -3,019 shares

    0.55% of the 13F portfolio, value $9,255,254.

    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 15,378 shares
    Change vs previous 13F +2,954 shares

    0.69% of the 13F portfolio, value $10,133,160.

    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 12,424 shares
    Change vs previous 13F -450 shares

    0.63% of the 13F portfolio, value $8,509,598.

    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 12,874 shares
    Change vs previous 13F +655 shares

    0.66% of the 13F portfolio, value $8,635,559.

    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 12,219 shares
    Change vs previous 13F -133 shares

    0.69% of the 13F portfolio, value $7,602,860.

    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 12,352 shares
    Change vs previous 13F +727 shares

    0.71% of the 13F portfolio, value $6,958,587.

    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 11,625 shares
    Change vs previous 13F +4 shares

    0.67% of the 13F portfolio, value $6,843,107.

    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 11,621 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $6,703,178.

    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).