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Disclosery

Keystone Financial Group: OLLI position timeline

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

Keystone Financial Group held 8,863 OLLI 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 8,863 shares
    Change vs previous 13F -10 shares

    0.04% of the 13F portfolio, value $681,388.

    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 8,873 shares
    Change vs previous 13F -54 shares

    0.05% of the 13F portfolio, value $780,025.

    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 8,927 shares
    Change vs previous 13F -127 shares

    0.07% of the 13F portfolio, value $978,489.

    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 9,054 shares
    Change vs previous 13F -56 shares

    0.09% of the 13F portfolio, value $1,152,522.

    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 9,110 shares
    Change vs previous 13F -6 shares

    0.11% of the 13F portfolio, value $1,222,863.

    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 9,116 shares
    Change vs previous 13F -119 shares

    0.1% of the 13F portfolio, value $1,025,034.

    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 9,235 shares
    Change vs previous 13F +6,773 shares

    0.09% of the 13F portfolio, value $964,184.

    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 2,462 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $239,306.

    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).