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Disclosery

Keystone Financial Group: MTUM position timeline

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

Keystone Financial Group held 32,851 MTUM 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 32,851 shares
    Change vs previous 13F -8,730 shares

    0.67% of the 13F portfolio, value $11,262,390.

    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 41,581 shares
    Change vs previous 13F +3,744 shares

    0.69% of the 13F portfolio, value $10,079,993.

    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 37,837 shares
    Change vs previous 13F +10,770 shares

    0.7% of the 13F portfolio, value $9,471,033.

    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 27,067 shares
    Change vs previous 13F +2,056 shares

    0.53% of the 13F portfolio, value $6,923,797.

    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 25,011 shares
    Change vs previous 13F +1,504 shares

    0.54% of the 13F portfolio, value $6,015,228.

    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 23,507 shares
    Change vs previous 13F +166 shares

    0.48% of the 13F portfolio, value $4,751,417.

    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 23,341 shares
    Change vs previous 13F +17,955 shares

    0.48% of the 13F portfolio, value $4,843,655.

    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 5,386 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $1,092,065.

    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).