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Disclosery

Keystone Financial Group: QQQ position timeline

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

Keystone Financial Group held 23,246 QQQ 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 23,246 shares
    Change vs previous 13F -1,771 shares

    1.02% of the 13F portfolio, value $17,118,559.

    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 25,017 shares
    Change vs previous 13F +3,796 shares

    0.99% of the 13F portfolio, value $14,485,199.

    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 21,221 shares
    Change vs previous 13F -289 shares

    0.96% of the 13F portfolio, value $13,036,344.

    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 21,510 shares
    Change vs previous 13F +923 shares

    0.99% of the 13F portfolio, value $12,921,438.

    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 20,587 shares
    Change vs previous 13F +2,159 shares

    1.02% of the 13F portfolio, value $11,356,612.

    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 18,428 shares
    Change vs previous 13F +530 shares

    0.88% of the 13F portfolio, value $8,641,443.

    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 17,898 shares
    Change vs previous 13F +226 shares

    0.9% of the 13F portfolio, value $9,149,750.

    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 17,672 shares
    Change vs previous 13F not available

    1.1% of the 13F portfolio, value $8,625,078.

    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).