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Disclosery

Keystone Financial Group: MSFT position timeline

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

Keystone Financial Group held 47,541 MSFT 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 47,541 shares
    Change vs previous 13F -2,142 shares

    1.05% of the 13F portfolio, value $17,733,792.

    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 49,683 shares
    Change vs previous 13F +1,324 shares

    1.28% of the 13F portfolio, value $18,736,539.

    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 48,359 shares
    Change vs previous 13F -6,473 shares

    1.73% of the 13F portfolio, value $23,387,612.

    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 54,832 shares
    Change vs previous 13F +5,373 shares

    2.17% of the 13F portfolio, value $28,339,241.

    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 49,459 shares
    Change vs previous 13F +95 shares

    2.23% of the 13F portfolio, value $24,694,505.

    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 49,364 shares
    Change vs previous 13F +244 shares

    1.91% of the 13F portfolio, value $18,799,597.

    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 49,120 shares
    Change vs previous 13F +1,910 shares

    2.03% of the 13F portfolio, value $20,681,334.

    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 47,210 shares
    Change vs previous 13F not available

    2.6% of the 13F portfolio, value $20,314,635.

    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).