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Disclosery

Keystone Financial Group: O position timeline

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

Keystone Financial Group held 12,046 O 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 12,046 shares
    Change vs previous 13F +298 shares

    0.04% of the 13F portfolio, value $746,376.

    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 11,748 shares
    Change vs previous 13F +2,388 shares

    0.05% of the 13F portfolio, value $718,719.

    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 9,360 shares
    Change vs previous 13F -592 shares

    0.04% of the 13F portfolio, value $527,601.

    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 9,952 shares
    Change vs previous 13F +38 shares

    0.05% of the 13F portfolio, value $604,963.

    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 9,914 shares
    Change vs previous 13F +1,170 shares

    0.05% of the 13F portfolio, value $571,136.

    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 8,744 shares
    Change vs previous 13F +236 shares

    0.05% of the 13F portfolio, value $507,238.

    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 8,508 shares
    Change vs previous 13F -581 shares

    0.04% of the 13F portfolio, value $454,416.

    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 9,089 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $576,414.

    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).