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Keystone Financial Group: QUAL position timeline

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

Keystone Financial Group held 32,065 QUAL 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 32,065 shares
    Change vs previous 13F +2,633 shares

    0.42% of the 13F portfolio, value $7,035,897.

    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 29,432 shares
    Change vs previous 13F +2,080 shares

    0.39% of the 13F portfolio, value $5,665,235.

    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 27,352 shares
    Change vs previous 13F +7,078 shares

    0.4% of the 13F portfolio, value $5,432,581.

    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 20,274 shares
    Change vs previous 13F +338 shares

    0.3% of the 13F portfolio, value $3,946,053.

    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 19,936 shares
    Change vs previous 13F -2,648 shares

    0.33% of the 13F portfolio, value $3,647,310.

    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 22,584 shares
    Change vs previous 13F -5,902 shares

    0.39% of the 13F portfolio, value $3,859,328.

    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 28,486 shares
    Change vs previous 13F +15,374 shares

    0.5% of the 13F portfolio, value $5,078,187.

    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 13,112 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,351,071.

    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).