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Disclosery

Keystone Financial Group: PM position timeline

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

Keystone Financial Group held 20,119 PM 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 20,119 shares
    Change vs previous 13F +2,146 shares

    0.22% of the 13F portfolio, value $3,639,728.

    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 17,973 shares
    Change vs previous 13F +459 shares

    0.2% of the 13F portfolio, value $2,971,004.

    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 17,514 shares
    Change vs previous 13F -1,868 shares

    0.21% of the 13F portfolio, value $2,809,177.

    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 19,382 shares
    Change vs previous 13F +2,710 shares

    0.24% of the 13F portfolio, value $3,122,810.

    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 16,672 shares
    Change vs previous 13F -632 shares

    0.27% of the 13F portfolio, value $3,036,508.

    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 17,304 shares
    Change vs previous 13F -29 shares

    0.28% of the 13F portfolio, value $2,750,694.

    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 17,333 shares
    Change vs previous 13F +644 shares

    0.21% of the 13F portfolio, value $2,105,414.

    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 16,689 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,026,097.

    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).