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Disclosery

Keystone Financial Group: IWM position timeline

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

Keystone Financial Group held 10,925 IWM 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 10,925 shares
    Change vs previous 13F +1,390 shares

    0.19% of the 13F portfolio, value $3,282,549.

    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 9,535 shares
    Change vs previous 13F +8,715 shares

    0.16% of the 13F portfolio, value $2,364,702.

    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 820 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $201,751.

    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).