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Disclosery

Keystone Financial Group: QYLD position timeline

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

Keystone Financial Group held 57,970 QYLD 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 57,970 shares
    Change vs previous 13F +131 shares

    0.06% of the 13F portfolio, value $1,068,383.

    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 57,839 shares
    Change vs previous 13F +3,206 shares

    0.07% of the 13F portfolio, value $991,941.

    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 54,633 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $965,367.

    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 54,633 shares
    Change vs previous 13F +8,908 shares

    0.07% of the 13F portfolio, value $929,308.

    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 45,725 shares
    Change vs previous 13F +90 shares

    0.07% of the 13F portfolio, value $764,522.

    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 45,635 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $758,910.

    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 45,635 shares
    Change vs previous 13F +450 shares

    0.08% of the 13F portfolio, value $831,471.

    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 45,185 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $815,137.

    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).