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Disclosery

Keystone Financial Group: LNC position timeline

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

Keystone Financial Group held 71,425 LNC 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 71,425 shares
    Change vs previous 13F +3,034 shares

    0.15% of the 13F portfolio, value $2,524,871.

    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 68,391 shares
    Change vs previous 13F +3,866 shares

    0.18% of the 13F portfolio, value $2,580,828.

    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 64,525 shares
    Change vs previous 13F -5,572 shares

    0.21% of the 13F portfolio, value $2,873,277.

    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 70,097 shares
    Change vs previous 13F +61,403 shares

    0.22% of the 13F portfolio, value $2,903,766.

    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 8,694 shares
    Change vs previous 13F -51,747 shares

    0.03% of the 13F portfolio, value $300,821.

    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 60,441 shares
    Change vs previous 13F +886 shares

    0.22% of the 13F portfolio, value $2,119,737.

    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 59,555 shares
    Change vs previous 13F +48,969 shares

    0.22% of the 13F portfolio, value $2,248,208.

    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 10,586 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $333,557.

    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).