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Keystone Financial Group: PEP position timeline

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

Keystone Financial Group held 16,162 PEP 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 16,162 shares
    Change vs previous 13F -3,400 shares

    0.13% of the 13F portfolio, value $2,188,355.

    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 19,562 shares
    Change vs previous 13F +813 shares

    0.21% of the 13F portfolio, value $3,043,262.

    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 18,749 shares
    Change vs previous 13F -217 shares

    0.2% of the 13F portfolio, value $2,690,853.

    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 18,966 shares
    Change vs previous 13F +2,951 shares

    0.2% of the 13F portfolio, value $2,671,962.

    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 16,015 shares
    Change vs previous 13F -15,997 shares

    0.19% of the 13F portfolio, value $2,124,999.

    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 32,012 shares
    Change vs previous 13F +14,504 shares

    0.49% of the 13F portfolio, value $4,784,503.

    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 17,508 shares
    Change vs previous 13F +269 shares

    0.26% of the 13F portfolio, value $2,660,591.

    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 17,239 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $2,931,495.

    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).