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Disclosery

Keystone Financial Group: SCHD position timeline

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

Keystone Financial Group held 24,141 SCHD 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 24,141 shares
    Change vs previous 13F +9,729 shares

    0.05% of the 13F portfolio, value $765,510.

    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 14,412 shares
    Change vs previous 13F +1,798 shares

    0.03% of the 13F portfolio, value $442,159.

    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 12,614 shares
    Change vs previous 13F +3,628 shares

    0.03% of the 13F portfolio, value $345,998.

    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 8,986 shares
    Change vs previous 13F -349 shares

    0.02% of the 13F portfolio, value $245,316.

    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 9,335 shares
    Change vs previous 13F +26 shares

    0.02% of the 13F portfolio, value $247,392.

    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 9,309 shares
    Change vs previous 13F +122 shares

    0.03% of the 13F portfolio, value $260,268.

    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 9,187 shares
    Change vs previous 13F +6,273 shares

    0.02% of the 13F portfolio, value $250,989.

    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 2,914 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $246,311.

    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).