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Disclosery

Keystone Financial Group: MLPA position timeline

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

Keystone Financial Group held 5,456 MLPA 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 5,456 shares
    Change vs previous 13F +38 shares

    0.02% of the 13F portfolio, value $289,617.

    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 5,418 shares
    Change vs previous 13F +120 shares

    0.02% of the 13F portfolio, value $291,882.

    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 5,298 shares
    Change vs previous 13F +61 shares

    0.02% of the 13F portfolio, value $256,476.

    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 5,237 shares
    Change vs previous 13F +300 shares

    0.02% of the 13F portfolio, value $253,555.

    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 4,937 shares
    Change vs previous 13F +659 shares

    0.02% of the 13F portfolio, value $247,831.

    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 4,278 shares
    Change vs previous 13F -677 shares

    0.02% of the 13F portfolio, value $227,724.

    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 4,955 shares
    Change vs previous 13F -93 shares

    0.02% of the 13F portfolio, value $244,839.

    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 5,048 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $242,228.

    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).